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 | $84,489 | $91,552-7.7% | $133,956-36.9% | $79,858+5.8% |
| Participation rate | 72.6% | 73.3%-0.8pp | 79.8%-7.3pp | 69.6%+2.9pp |
| Annual return | 16.80% | 61.85%-45.1pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $765 | $2,384-67.9% | $3,919-80.5% | $2,471-69.0% |
| Participant deferral / active EE | $5,408 | $3,733+44.9% | $5,048+7.1% | $3,740+44.6% |
| Admin fee / account holder | $3,903 | $6,321-38.3% | $8,927-56.3% | $5,306-26.5% |