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 | $99,963 | $98,750+1.2% | $149,696-33.2% | $79,858+25.2% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.2pp |
| Annual return | 16.33% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,358 | $3,216-26.7% | $4,644-49.2% | $2,471-4.6% |
| Participant deferral / active EE | $7,861 | $5,680+38.4% | $6,842+14.9% | $3,740+110.2% |
| Admin fee / account holder | $2,750 | $6,053-54.6% | $9,309-70.5% | $5,306-48.2% |