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 | $84,330 | $71,883+17.3% | $86,677-2.7% | $68,494+23.1% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | 2.46% | 3.52%-1.1pp | 35.91%-33.5pp | -7.84%+10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,731 | $3,779+78.1% | $4,656+44.6% | $4,027+67.1% |
| Admin fee / account holder | $1,415 | $6,112-76.9% | $7,493-81.1% | $5,403-73.8% |