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 | $101,040 | $117,983-14.4% | $101,794-0.7% | $142,382-29.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 12.53% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,187 | $2,773-21.1% | $2,289-4.5% | $4,299-49.1% |
| Participant deferral / active EE | $7,343 | $4,714+55.8% | $4,084+79.8% | $6,507+12.8% |
| Admin fee / account holder | $6,530 | $10,433-37.4% | $8,777-25.6% | $12,624-48.3% |