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 | $114,532 | $85,766+33.5% | $136,294-16.0% | $70,131+63.3% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 15.65% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $730 | $2,966-75.4% | $4,695-84.4% | $2,342-68.8% |
| Participant deferral / active EE | $4,468 | $5,051-11.5% | $6,247-28.5% | $3,332+34.1% |
| Admin fee / account holder | $921 | $5,420-83.0% | $9,243-90.0% | $4,645-80.2% |