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 | $140,784 | $154,228-8.7% | $145,433-3.2% | $137,256+2.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.42% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.7% | $4,156-62.5% |
| Participant deferral / active EE | $3,439 | $8,216-58.1% | $7,897-56.5% | $6,407-46.3% |
| Admin fee / account holder | $1,315 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |