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 | $91,296 | $103,376-11.7% | $87,100+4.8% | $152,861-40.3% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 19.26% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,267 | $3,220-29.6% | $2,521-10.1% | $4,762-52.4% |
| Participant deferral / active EE | $4,973 | $4,778+4.1% | $4,049+22.8% | $5,850-15.0% |
| Admin fee / account holder | $2,676 | $12,205-78.1% | $7,497-64.3% | $11,596-76.9% |