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 | $86,385 | $91,552-5.6% | $133,956-35.5% | $79,858+8.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.67% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,149 | $2,384-9.9% | $3,919-45.2% | $2,471-13.0% |
| Participant deferral / active EE | $2,587 | $3,733-30.7% | $5,048-48.7% | $3,740-30.8% |
| Admin fee / account holder | $9,545 | $6,321+51.0% | $8,927+6.9% | $5,306+79.9% |