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 | $79,878 | $77,899+2.5% | $149,673-46.6% | $75,163+6.3% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 21.63% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,090 | $3,137-33.4% | $4,818-56.6% | $2,670-21.7% |
| Participant deferral / active EE | $5,206 | $3,411+52.6% | $5,680-8.3% | $4,125+26.2% |
| Admin fee / account holder | $755 | $5,956-87.3% | $13,210-94.3% | $5,651-86.6% |