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 | $87,581 | $99,985-12.4% | $146,665-40.3% | $85,850+2.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.20% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,653 | $2,559-35.4% | $4,136-60.0% | $2,565-35.6% |
| Participant deferral / active EE | $4,683 | $4,006+16.9% | $5,506-15.0% | $3,952+18.5% |
| Admin fee / account holder | $8,374 | $7,702+8.7% | $10,280-18.5% | $6,260+33.8% |