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 | $101,860 | $98,750+3.2% | $149,696-32.0% | $79,858+27.6% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.5%-3.5pp | 69.6%+9.3pp |
| Annual return | 20.85% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $6,434 | $3,216+100.0% | $4,644+38.5% | $2,471+160.4% |
| Participant deferral / active EE | $10,415 | $5,680+83.4% | $6,842+52.2% | $3,740+178.5% |
| Admin fee / account holder | $1,493 | $6,053-75.3% | $9,309-84.0% | $5,306-71.9% |