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 | $83,459 | $98,240-15.0% | $82,313+1.4% | $147,584-43.4% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 14.27% | 30.85%-16.6pp | 25.88%-11.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,153 | $3,192-32.5% | $2,428-11.3% | $4,876-55.9% |
| Participant deferral / active EE | $5,233 | $4,383+19.4% | $3,706+41.2% | $5,439-3.8% |
| Admin fee / account holder | $1,706 | $8,563-80.1% | $5,608-69.6% | $10,885-84.3% |