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 | $90,295 | $81,248+11.1% | $155,509-41.9% | $80,856+11.7% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.6%+20.2pp |
| Annual return | 15.23% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,590 | $3,100-48.7% | $4,672-66.0% | $2,755-42.3% |
| Participant deferral / active EE | $3,932 | $3,452+13.9% | $5,626-30.1% | $4,296-8.5% |
| Admin fee / account holder | $722 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |