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 | $91,409 | $98,463-7.2% | $119,258-23.4% | $85,850+6.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 14.26% | 38.53%-24.3pp | 30.69%-16.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,899 | $3,698-48.6% | $4,384-56.7% | $2,565-25.9% |
| Participant deferral / active EE | $2,069 | $4,942-58.1% | $6,111-66.1% | $3,952-47.6% |
| Admin fee / account holder | $8,266 | $7,493+10.3% | $7,226+14.4% | $6,260+32.0% |