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 | $97,001 | $106,515-8.9% | $96,683+0.3% | $139,434-30.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.79% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,909 | $4,103-53.5% | $3,737-48.9% | $4,751-59.8% |
| Participant deferral / active EE | $5,143 | $5,454-5.7% | $4,878+5.4% | $6,710-23.4% |
| Admin fee / account holder | $13,584 | $7,877+72.4% | $6,730+101.9% | $11,403+19.1% |