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 | $98,993 | $104,251-5.0% | $91,001+8.8% | $147,584-32.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 26.34% | 27.06%-0.7pp | 4.60%+21.7pp | 578.55%-552.2pp |
| Employer contribution / active EE | $665 | $3,116-78.7% | $2,456-72.9% | $4,876-86.4% |
| Participant deferral / active EE | $1,895 | $4,195-54.8% | $3,547-46.6% | $5,439-65.2% |
| Admin fee / account holder | $520 | $8,948-94.2% | $5,417-90.4% | $10,885-95.2% |