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 5-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 | $70,606 | $71,050-0.6% | $93,606-24.6% | $80,856-12.7% |
| Participation rate | 95.8% | 60.4%+35.4pp | 68.7%+27.1pp | 67.6%+28.2pp |
| Annual return | 10.61% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,520 | $1,564-2.8% | $2,420-37.2% | $2,755-44.8% |
| Participant deferral / active EE | $2,054 | $4,034-49.1% | $4,411-53.4% | $4,296-52.2% |
| Admin fee / account holder | $604 | $6,945-91.3% | $8,285-92.7% | $6,918-91.3% |