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 | $90,554 | $102,966-12.1% | $90,281+0.3% | $152,861-40.8% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 23.24% | 95.16%-71.9pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,953 | $3,139-37.8% | $2,854-31.6% | $4,762-59.0% |
| Participant deferral / active EE | $3,452 | $4,281-19.4% | $3,885-11.1% | $5,850-41.0% |
| Admin fee / account holder | $2,180 | $6,171-64.7% | $5,351-59.3% | $11,596-81.2% |