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 | $84,525 | $113,339-25.4% | $94,993-11.0% | $147,584-42.7% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 17.27% | 20.77%-3.5pp | 27.12%-9.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $110 | $3,160-96.5% | $2,603-95.8% | $4,876-97.7% |
| Participant deferral / active EE | $1,527 | $3,777-59.6% | $3,317-54.0% | $5,439-71.9% |
| Admin fee / account holder | $11,469 | $6,063+89.2% | $4,960+131.2% | $10,885+5.4% |