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 | $70,909 | $71,057-0.2% | $93,654-24.3% | $80,874-12.3% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 15.33% | 11.26%+4.1pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,508 | $1,564-3.6% | $2,421-37.7% | $2,756-45.3% |
| Participant deferral / active EE | $5,172 | $4,034+28.2% | $4,413+17.2% | $4,297+20.4% |
| Admin fee / account holder | $1,641 | $6,944-76.4% | $8,282-80.2% | $6,935-76.3% |