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 | $92,307 | $106,515-13.3% | $96,683-4.5% | $139,434-33.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.24% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,526 | $4,103-14.0% | $3,737-5.6% | $4,751-25.8% |
| Participant deferral / active EE | $7,813 | $5,454+43.3% | $4,878+60.2% | $6,710+16.4% |
| Admin fee / account holder | $4,766 | $7,877-39.5% | $6,730-29.2% | $11,403-58.2% |