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 | $93,285 | $98,240-5.0% | $82,313+13.3% | $147,584-36.8% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 16.96% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,059 | $3,192-4.2% | $2,428+26.0% | $4,876-37.3% |
| Participant deferral / active EE | $3,311 | $4,383-24.5% | $3,706-10.7% | $5,439-39.1% |
| Admin fee / account holder | $2,910 | $8,563-66.0% | $5,608-48.1% | $10,885-73.3% |