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 | $84,796 | $72,277+17.3% | $101,248-16.2% | $79,858+6.2% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 10.73% | 22.30%-11.6pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,799 | $2,692-33.2% | $3,660-50.9% | $2,471-27.2% |
| Participant deferral / active EE | $2,795 | $3,282-14.8% | $4,370-36.0% | $3,740-25.3% |
| Admin fee / account holder | $799 | $4,400-81.8% | $5,945-86.6% | $5,306-84.9% |