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 | $100,553 | $99,985+0.6% | $146,665-31.4% | $85,850+17.1% |
| Participation rate | 71.9% | 73.1%-1.2pp | 80.1%-8.2pp | 69.3%+2.6pp |
| Annual return | 15.63% | 18.93%-3.3pp | 22.74%-7.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,938 | $2,559-24.3% | $4,136-53.1% | $2,565-24.4% |
| Participant deferral / active EE | $3,455 | $4,006-13.7% | $5,506-37.2% | $3,952-12.6% |
| Admin fee / account holder | $4,644 | $7,702-39.7% | $10,280-54.8% | $6,260-25.8% |