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 | $96,409 | $104,251-7.5% | $91,001+5.9% | $147,584-34.7% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 16.92% | 27.06%-10.1pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,152 | $3,116-63.0% | $2,456-53.1% | $4,876-76.4% |
| Participant deferral / active EE | $2,520 | $4,195-39.9% | $3,547-29.0% | $5,439-53.7% |
| Admin fee / account holder | $12,570 | $8,948+40.5% | $5,417+132.0% | $10,885+15.5% |