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 | $91,304 | $95,416-4.3% | $185,823-50.9% | $85,850+6.4% |
| Participation rate | 76.6% | 68.8%+7.8pp | 81.7%-5.1pp | 69.3%+7.3pp |
| Annual return | 12.63% | 23.59%-11.0pp | 122.05%-109.4pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,166 | $3,314-64.8% | $5,167-77.4% | $2,565-54.5% |
| Participant deferral / active EE | $5,385 | $3,423+57.3% | $5,568-3.3% | $3,952+36.3% |
| Admin fee / account holder | $4,927 | $7,213-31.7% | $16,237-69.7% | $6,260-21.3% |