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 | $97,448 | $107,015-8.9% | $73,545+32.5% | $147,584-34.0% |
| Participation rate | 72.7% | 66.4%+6.3pp | 54.9%+17.8pp | 82.8%-10.1pp |
| Annual return | 14.23% | 38.25%-24.0pp | -15.16%+29.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $989 | $1,760-43.8% | $1,219-18.9% | $4,876-79.7% |
| Participant deferral / active EE | $6,266 | $2,462+154.5% | $1,806+246.9% | $5,439+15.2% |
| Admin fee / account holder | $4,689 | $3,055+53.5% | $2,320+102.2% | $10,885-56.9% |