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 | $88,097 | $89,753-1.8% | $107,525-18.1% | $84,808+3.9% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+29.0pp |
| Annual return | 12.93% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,302 | $3,113+6.1% | $3,754-12.0% | $2,631+25.5% |
| Participant deferral / active EE | $4,649 | $4,056+14.6% | $5,116-9.1% | $4,212+10.4% |
| Admin fee / account holder | $9,370 | $7,222+29.7% | $8,919+5.1% | $7,344+27.6% |