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 | $87,102 | $104,974-17.0% | $95,585-8.9% | $142,382-38.8% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.1%+4.4pp | 80.1%-3.6pp |
| Annual return | 19.80% | 210.33%-190.5pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,260 | $2,779-54.7% | $2,527-50.1% | $4,299-70.7% |
| Participant deferral / active EE | $4,258 | $4,352-2.2% | $4,023+5.9% | $6,507-34.6% |
| Admin fee / account holder | $989 | $6,386-84.5% | $6,127-83.9% | $12,624-92.2% |