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 | $99,994 | $101,724-1.7% | $164,813-39.3% | $80,856+23.7% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.6%+6.4pp |
| Annual return | 16.24% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,481 | $2,953-49.8% | $4,341-65.9% | $2,755-46.2% |
| Participant deferral / active EE | $3,201 | $4,477-28.5% | $6,031-46.9% | $4,296-25.5% |
| Admin fee / account holder | $1,718 | $8,227-79.1% | $12,690-86.5% | $6,918-75.2% |