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 | $80,954 | $98,750-18.0% | $149,696-45.9% | $79,858+1.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,861 | $3,216-11.1% | $4,644-38.4% | $2,471+15.8% |
| Participant deferral / active EE | $6,397 | $5,680+12.6% | $6,842-6.5% | $3,740+71.0% |
| Admin fee / account holder | $5,965 | $6,053-1.4% | $9,309-35.9% | $5,306+12.4% |