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 | $82,880 | $81,460+1.7% | $103,333-19.8% | $80,856+2.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 14.06% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $8,153 | $3,105+162.6% | $3,868+110.8% | $2,755+196.0% |
| Participant deferral / active EE | $8,507 | $3,869+119.9% | $5,057+68.2% | $4,296+98.0% |
| Admin fee / account holder | $2,137 | $6,566-67.5% | $8,355-74.4% | $6,918-69.1% |