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 | $159,784 | $176,812-9.6% | $146,665+8.9% | $167,490-4.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 11.73% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,394 | $5,160-53.6% | $4,136-42.1% | $4,837-50.5% |
| Participant deferral / active EE | $4,449 | $6,440-30.9% | $5,506-19.2% | $6,341-29.8% |
| Admin fee / account holder | $2,364 | $13,259-82.2% | $10,280-77.0% | $12,309-80.8% |