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 | $98,206 | $101,069-2.8% | $81,478+20.5% | $147,584-33.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 19.41% | 32.40%-13.0pp | 38.78%-19.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,980 | $3,205-7.0% | $2,568+16.1% | $4,876-38.9% |
| Participant deferral / active EE | $6,208 | $4,242+46.4% | $3,537+75.5% | $5,439+14.2% |
| Admin fee / account holder | $4,192 | $5,812-27.9% | $4,561-8.1% | $10,885-61.5% |