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 | $96,461 | $102,966-6.3% | $90,281+6.8% | $152,861-36.9% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 17.87% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $821 | $3,139-73.9% | $2,854-71.3% | $4,762-82.8% |
| Participant deferral / active EE | $4,102 | $4,281-4.2% | $3,885+5.6% | $5,850-29.9% |
| Admin fee / account holder | $390 | $6,171-93.7% | $5,351-92.7% | $11,596-96.6% |