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 | $104,489 | $98,240+6.4% | $82,313+26.9% | $147,584-29.2% |
| Participation rate | 72.2% | 79.7%-7.5pp | 76.9%-4.7pp | 82.8%-10.6pp |
| Annual return | 19.59% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,784 | $3,192-12.8% | $2,428+14.6% | $4,876-42.9% |
| Participant deferral / active EE | $3,217 | $4,383-26.6% | $3,706-13.2% | $5,439-40.8% |
| Admin fee / account holder | $4,346 | $8,563-49.2% | $5,608-22.5% | $10,885-60.1% |