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 | $84,768 | $87,166-2.8% | $76,735+10.5% | $137,256-38.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.90% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,411 | $2,904-17.0% | $2,454-1.7% | $4,156-42.0% |
| Participant deferral / active EE | $6,345 | $4,726+34.3% | $4,088+55.2% | $6,407-1.0% |
| Admin fee / account holder | $2,598 | $8,403-69.1% | $7,189-63.9% | $12,270-78.8% |