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 | $98,730 | $98,240+0.5% | $82,313+19.9% | $147,584-33.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 15.85% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,517 | $3,192-52.5% | $2,428-37.5% | $4,876-68.9% |
| Participant deferral / active EE | $6,889 | $4,383+57.2% | $3,706+85.9% | $5,439+26.7% |
| Admin fee / account holder | $8,584 | $8,563+0.2% | $5,608+53.1% | $10,885-21.1% |