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 | $102,612 | $93,373+9.9% | $152,466-32.7% | $85,850+19.5% |
| Participation rate | 80.4% | 70.1%+10.3pp | 78.2%+2.2pp | 69.3%+11.1pp |
| Annual return | 14.67% | 21.84%-7.2pp | 757.33%-742.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,821 | $2,996-39.2% | $4,327-57.9% | $2,565-29.0% |
| Participant deferral / active EE | $2,687 | $4,550-41.0% | $5,820-53.8% | $3,952-32.0% |
| Admin fee / account holder | $1,368 | $13,853-90.1% | $15,805-91.3% | $6,260-78.1% |