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 | $93,339 | $87,540+6.6% | $75,781+23.2% | $125,391-25.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.56% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.7pp |
| Employer contribution / active EE | $5,518 | $3,930+40.4% | $3,323+66.0% | $4,866+13.4% |
| Participant deferral / active EE | $6,061 | $4,229+43.3% | $3,651+66.0% | $5,352+13.3% |
| Admin fee / account holder | $2,219 | $6,502-65.9% | $5,299-58.1% | $9,540-76.7% |