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 | $92,846 | $86,286+7.6% | $111,297-16.6% | $85,850+8.1% |
| Participation rate | 72.4% | 73.3%-0.9pp | 77.3%-4.9pp | 69.3%+3.1pp |
| Annual return | 11.43% | 19.99%-8.6pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $897 | $2,043-56.1% | $2,731-67.2% | $2,565-65.0% |
| Participant deferral / active EE | $3,781 | $3,641+3.8% | $4,487-15.7% | $3,952-4.3% |
| Admin fee / account holder | $6,022 | $8,188-26.4% | $7,964-24.4% | $6,260-3.8% |