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 | $98,461 | $96,557+2.0% | $80,975+21.6% | $273,961-64.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.10% | 15.14%-10.0pp | 17.10%-12.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,971 | $4,868+2.1% | $3,714+33.8% | $4,869+2.1% |
| Participant deferral / active EE | $10,661 | $6,598+61.6% | $5,696+87.2% | $5,287+101.6% |
| Admin fee / account holder | $3,421 | $7,492-54.3% | $5,516-38.0% | $10,132-66.2% |