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 | $96,368 | $95,266+1.2% | $82,389+17.0% | $142,382-32.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 15.32% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,860 | $2,991+62.5% | $2,517+93.1% | $4,299+13.0% |
| Participant deferral / active EE | $7,719 | $4,809+60.5% | $4,155+85.8% | $6,507+18.6% |
| Admin fee / account holder | $9,731 | $8,563+13.6% | $7,231+34.6% | $12,624-22.9% |