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 | $98,586 | $100,901-2.3% | $75,670+30.3% | $147,584-33.2% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 7.59% | 35.78%-28.2pp | 27.34%-19.7pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,842 | $3,253-43.4% | $2,352-21.7% | $4,876-62.2% |
| Participant deferral / active EE | $5,156 | $4,027+28.0% | $3,142+64.1% | $5,439-5.2% |
| Admin fee / account holder | $1,549 | $11,285-86.3% | $5,800-73.3% | $10,885-85.8% |