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 | $89,308 | $104,974-14.9% | $95,585-6.6% | $142,382-37.3% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.1%+4.4pp | 80.1%-3.6pp |
| Annual return | 21.00% | 210.33%-189.3pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,106 | $2,779-24.2% | $2,527-16.7% | $4,299-51.0% |
| Participant deferral / active EE | $5,838 | $4,352+34.1% | $4,023+45.1% | $6,507-10.3% |
| Admin fee / account holder | $2,590 | $6,386-59.4% | $6,127-57.7% | $12,624-79.5% |