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 | $117,134 | $125,758-6.9% | $169,993-31.1% | $75,163+55.8% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.0%-8.2pp | 67.2%+11.6pp |
| Annual return | 16.44% | 27.20%-10.8pp | 53.37%-36.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,885 | $4,615-59.1% | $6,785-72.2% | $2,670-29.4% |
| Participant deferral / active EE | $4,122 | $6,837-39.7% | $10,408-60.4% | $4,125-0.1% |
| Admin fee / account holder | $17,565 | $8,173+114.9% | $12,815+37.1% | $5,651+210.8% |