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 7-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 | $101,365 | $111,754-9.3% | $103,333-1.9% | $145,922-30.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.40% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,198 | $4,212-47.8% | $3,868-43.2% | $4,660-52.8% |
| Participant deferral / active EE | $3,052 | $5,619-45.7% | $5,057-39.7% | $6,688-54.4% |
| Admin fee / account holder | $7,244 | $9,750-25.7% | $8,355-13.3% | $13,397-45.9% |