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 | $104,540 | $112,881-7.4% | $90,951+14.9% | $158,922-34.2% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 12.93% | 215.79%-202.9pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,248 | $2,893-56.9% | $2,122-41.2% | $4,761-73.8% |
| Participant deferral / active EE | $3,211 | $4,128-22.2% | $3,373-4.8% | $5,982-46.3% |
| Admin fee / account holder | $1,378 | $8,041-82.9% | $5,959-76.9% | $11,246-87.7% |