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 | $86,609 | $98,750-12.3% | $149,696-42.1% | $79,858+8.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 19.63% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,058 | $3,216-67.1% | $4,644-77.2% | $2,471-57.2% |
| Participant deferral / active EE | $6,163 | $5,680+8.5% | $6,842-9.9% | $3,740+64.8% |
| Admin fee / account holder | $477 | $6,053-92.1% | $9,309-94.9% | $5,306-91.0% |