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 | $149,520 | $131,829+13.4% | $108,579+37.7% | $273,961-45.4% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.6%+16.1pp | 83.0%+12.6pp |
| Annual return | 7.30% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $9,936 | $4,912+102.3% | $3,758+164.4% | $4,869+104.1% |
| Participant deferral / active EE | $5,081 | $5,127-0.9% | $4,311+17.9% | $5,287-3.9% |
| Admin fee / account holder | $1,475 | $10,252-85.6% | $7,645-80.7% | $10,132-85.4% |