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 | $92,034 | $149,734-38.5% | $118,925-22.6% | $158,922-42.1% |
| Participation rate | 81.8% | 82.1%-0.3pp | 75.4%+6.4pp | 82.0%-0.1pp |
| Annual return | 12.37% | 19.95%-7.6pp | 35.88%-23.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,383 | $4,115-66.4% | $3,263-57.6% | $4,761-70.9% |
| Participant deferral / active EE | $3,466 | $5,223-33.6% | $4,265-18.7% | $5,982-42.1% |
| Admin fee / account holder | $10,838 | $8,603+26.0% | $6,581+64.7% | $11,246-3.6% |