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 | $91,210 | $114,381-20.3% | $107,525-15.2% | $142,382-35.9% |
| Participation rate | 78.3% | 78.1%+0.1pp | 75.1%+3.2pp | 80.1%-1.9pp |
| Annual return | 15.47% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,210 | $4,015-45.0% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $6,696 | $5,564+20.3% | $5,116+30.9% | $6,507+2.9% |
| Admin fee / account holder | $1,018 | $9,860-89.7% | $8,919-88.6% | $12,624-91.9% |