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 | $86,084 | $97,125-11.4% | $86,233-0.2% | $137,256-37.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 15.51% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,866 | $2,841-34.3% | $2,504-25.5% | $4,156-55.1% |
| Participant deferral / active EE | $4,198 | $5,180-18.9% | $4,559-7.9% | $6,407-34.5% |
| Admin fee / account holder | $8,027 | $9,725-17.5% | $8,342-3.8% | $12,270-34.6% |