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 | $80,860 | $78,422+3.1% | $95,952-15.7% | $79,858+1.3% |
| Participation rate | 85.5% | 73.5%+12.1pp | 77.1%+8.5pp | 69.6%+15.9pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $787 | $1,945-59.6% | $2,541-69.0% | $2,471-68.2% |
| Participant deferral / active EE | $4,835 | $3,440+40.5% | $4,167+16.0% | $3,740+29.3% |
| Admin fee / account holder | $7,987 | $5,622+42.1% | $6,795+17.5% | $5,306+50.5% |