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 | $78,904 | $76,407+3.3% | $150,298-47.5% | $82,448-4.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.76% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,814 | $2,614-30.6% | $4,154-56.3% | $2,551-28.9% |
| Participant deferral / active EE | $4,266 | $3,214+32.7% | $5,453-21.8% | $4,139+3.1% |
| Admin fee / account holder | $1,884 | $6,352-70.3% | $14,116-86.7% | $7,234-74.0% |