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 | $91,832 | $99,985-8.2% | $146,665-37.4% | $85,850+7.0% |
| Participation rate | 88.0% | 73.1%+14.9pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 19.21% | 18.93%+0.3pp | 22.74%-3.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,099 | $2,559-18.0% | $4,136-49.3% | $2,565-18.2% |
| Participant deferral / active EE | $2,417 | $4,006-39.7% | $5,506-56.1% | $3,952-38.8% |
| Admin fee / account holder | $11,277 | $7,702+46.4% | $10,280+9.7% | $6,260+80.1% |