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 | $99,273 | $114,381-13.2% | $107,525-7.7% | $142,382-30.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.04% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,543 | $4,015-61.6% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $4,800 | $5,564-13.7% | $5,116-6.2% | $6,507-26.2% |
| Admin fee / account holder | $5,733 | $9,860-41.9% | $8,919-35.7% | $12,624-54.6% |