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 | $105,659 | $98,750+7.0% | $149,696-29.4% | $79,858+32.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 15.97% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,907 | $3,216-9.6% | $4,644-37.4% | $2,471+17.7% |
| Participant deferral / active EE | $6,246 | $5,680+10.0% | $6,842-8.7% | $3,740+67.0% |
| Admin fee / account holder | $1,669 | $6,053-72.4% | $9,309-82.1% | $5,306-68.5% |