See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,486 | $76,407+0.1% | $150,298-49.1% | $82,448-7.2% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 16.13% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,915 | $2,614-26.7% | $4,154-53.9% | $2,551-24.9% |
| Participant deferral / active EE | $3,497 | $3,214+8.8% | $5,453-35.9% | $4,139-15.5% |
| Admin fee / account holder | $906 | $6,352-85.7% | $14,116-93.6% | $7,234-87.5% |