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 | $115,147 | $127,065-9.4% | $113,168+1.7% | $142,382-19.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.73% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,335 | $3,442-32.2% | $2,975-21.5% | $4,299-45.7% |
| Participant deferral / active EE | $2,897 | $5,716-49.3% | $5,107-43.3% | $6,507-55.5% |
| Admin fee / account holder | $4,105 | $15,736-73.9% | $12,068-66.0% | $12,624-67.5% |