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 | $92,333 | $76,407+20.8% | $150,298-38.6% | $82,448+12.0% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 17.82% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,548 | $2,614-40.8% | $4,154-62.7% | $2,551-39.3% |
| Participant deferral / active EE | $14,900 | $3,214+363.6% | $5,453+173.3% | $4,139+260.0% |
| Admin fee / account holder | $2,072 | $6,352-67.4% | $14,116-85.3% | $7,234-71.4% |