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 | $80,787 | $96,484-16.3% | $75,886+6.5% | $152,861-47.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 20.58% | 33.98%-13.4pp | 30.76%-10.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $859 | $3,309-74.0% | $2,500-65.6% | $4,762-82.0% |
| Participant deferral / active EE | $3,654 | $4,553-19.7% | $3,603+1.4% | $5,850-37.5% |
| Admin fee / account holder | $11,199 | $8,078+38.6% | $5,418+106.7% | $11,596-3.4% |