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 | $97,110 | $110,261-11.9% | $95,745+1.4% | $139,434-30.4% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 19.58% | 27.11%-7.5pp | 28.35%-8.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,884 | $4,676-59.7% | $4,245-55.6% | $6,710-71.9% |
| Admin fee / account holder | $13,793 | $6,613+108.6% | $5,678+142.9% | $11,403+21.0% |