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 | $85,981 | $98,240-12.5% | $82,313+4.5% | $147,584-41.7% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 21.13% | 30.85%-9.7pp | 25.88%-4.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,094 | $3,192-34.4% | $2,428-13.8% | $4,876-57.1% |
| Participant deferral / active EE | $2,728 | $4,383-37.8% | $3,706-26.4% | $5,439-49.8% |
| Admin fee / account holder | $1,727 | $8,563-79.8% | $5,608-69.2% | $10,885-84.1% |