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 | $91,679 | $80,968+13.2% | $96,544-5.0% | $75,163+22.0% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 19.45% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,294 | $3,928+9.3% | $4,851-11.5% | $4,125+4.1% |
| Admin fee / account holder | $10,565 | $6,724+57.1% | $8,252+28.0% | $5,651+87.0% |