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 | $85,949 | $95,266-9.8% | $82,389+4.3% | $142,382-39.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.89% | 25.74%-11.8pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,187 | $2,991-60.3% | $2,517-52.9% | $4,299-72.4% |
| Participant deferral / active EE | $2,373 | $4,809-50.6% | $4,155-42.9% | $6,507-63.5% |
| Admin fee / account holder | $5,521 | $8,563-35.5% | $7,231-23.6% | $12,624-56.3% |