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 | $89,789 | $104,251-13.9% | $91,001-1.3% | $147,584-39.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.93% | 27.06%-11.1pp | 4.60%+11.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,615 | $3,116-48.2% | $2,456-34.2% | $4,876-66.9% |
| Participant deferral / active EE | $2,824 | $4,195-32.7% | $3,547-20.4% | $5,439-48.1% |
| Admin fee / account holder | $1,106 | $8,948-87.6% | $5,417-79.6% | $10,885-89.8% |