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 | $99,325 | $99,985-0.7% | $146,665-32.3% | $85,850+15.7% |
| Participation rate | 72.0% | 73.1%-1.1pp | 80.1%-8.1pp | 69.3%+2.7pp |
| Annual return | 12.42% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,350 | $2,559-8.2% | $4,136-43.2% | $2,565-8.4% |
| Participant deferral / active EE | $3,060 | $4,006-23.6% | $5,506-44.4% | $3,952-22.6% |
| Admin fee / account holder | $4,100 | $7,702-46.8% | $10,280-60.1% | $6,260-34.5% |