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 | $112,009 | $102,616+9.2% | $81,983+36.6% | $158,922-29.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 16.54% | 61.04%-44.5pp | 41.31%-24.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,953 | $3,240-39.7% | $2,498-21.8% | $4,761-59.0% |
| Participant deferral / active EE | $8,363 | $4,648+79.9% | $3,722+124.7% | $5,982+39.8% |
| Admin fee / account holder | $3,333 | $8,235-59.5% | $5,664-41.1% | $11,246-70.4% |