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 | $88,323 | $117,983-25.1% | $101,794-13.2% | $142,382-38.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.42% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,695 | $2,773-38.9% | $2,289-25.9% | $4,299-60.6% |
| Participant deferral / active EE | $3,909 | $4,714-17.1% | $4,084-4.3% | $6,507-39.9% |
| Admin fee / account holder | $15,553 | $10,433+49.1% | $8,777+77.2% | $12,624+23.2% |