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 | $90,212 | $95,416-5.5% | $185,823-51.5% | $85,850+5.1% |
| Participation rate | 91.5% | 68.8%+22.7pp | 81.7%+9.8pp | 69.3%+22.2pp |
| Annual return | 15.86% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,767 | $3,314+13.7% | $5,167-27.1% | $2,565+46.9% |
| Participant deferral / active EE | $7,514 | $3,423+119.5% | $5,568+35.0% | $3,952+90.2% |
| Admin fee / account holder | $1,813 | $7,213-74.9% | $16,237-88.8% | $6,260-71.0% |