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 | $96,748 | $117,841-17.9% | $102,423-5.5% | $145,922-33.7% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 14.09% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,493 | $3,615-58.7% | $3,023-50.6% | $4,660-68.0% |
| Participant deferral / active EE | $5,046 | $5,731-12.0% | $5,053-0.1% | $6,688-24.6% |
| Admin fee / account holder | $20,539 | $13,326+54.1% | $9,451+117.3% | $13,397+53.3% |