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 | $91,594 | $99,918-8.3% | $81,382+12.5% | $145,922-37.2% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.5%+24.3pp | 80.3%+13.5pp |
| Annual return | 11.24% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,616 | $2,978-45.7% | $2,463-34.4% | $4,660-65.3% |
| Participant deferral / active EE | $3,238 | $4,605-29.7% | $3,883-16.6% | $6,688-51.6% |
| Admin fee / account holder | $1,208 | $8,212-85.3% | $5,768-79.1% | $13,397-91.0% |