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 | $85,325 | $81,248+5.0% | $155,509-45.1% | $80,856+5.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 11.25% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $11,521 | $3,100+271.6% | $4,672+146.6% | $2,755+318.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $51,889 | $7,997+548.8% | $15,912+226.1% | $6,918+650.1% |