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 | $81,891 | $81,248+0.8% | $155,509-47.3% | $80,856+1.3% |
| Participation rate | 74.2% | 66.2%+8.0pp | 78.2%-4.0pp | 67.6%+6.6pp |
| Annual return | 16.09% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,423 | $3,100-21.8% | $4,672-48.1% | $2,755-12.0% |
| Participant deferral / active EE | $4,160 | $3,452+20.5% | $5,626-26.1% | $4,296-3.2% |
| Admin fee / account holder | $2,454 | $7,997-69.3% | $15,912-84.6% | $6,918-64.5% |