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 | $101,313 | $99,985+1.3% | $146,665-30.9% | $85,850+18.0% |
| Participation rate | 80.6% | 73.1%+7.5pp | 80.1%+0.5pp | 69.3%+11.2pp |
| Annual return | 17.63% | 18.93%-1.3pp | 22.74%-5.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,248 | $2,559-51.2% | $4,136-69.8% | $2,565-51.3% |
| Participant deferral / active EE | $2,684 | $4,006-33.0% | $5,506-51.2% | $3,952-32.1% |
| Admin fee / account holder | $6,637 | $7,702-13.8% | $10,280-35.4% | $6,260+6.0% |