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 | $80,676 | $91,190-11.5% | $178,490-54.8% | $79,858+1.0% |
| Participation rate | 79.1% | 69.2%+9.9pp | 81.9%-2.9pp | 69.6%+9.4pp |
| Annual return | 15.19% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,593 | $3,256-51.1% | $5,011-68.2% | $2,471-35.5% |
| Participant deferral / active EE | $6,341 | $3,236+96.0% | $5,202+21.9% | $3,740+69.5% |
| Admin fee / account holder | $3,732 | $6,751-44.7% | $13,984-73.3% | $5,306-29.7% |