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 | $106,225 | $106,749-0.5% | $145,433-27.0% | $82,448+28.8% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,521 | $3,444-55.8% | $4,554-66.6% | $2,551-40.4% |
| Participant deferral / active EE | $8,841 | $6,519+35.6% | $7,897+11.9% | $4,139+113.6% |
| Admin fee / account holder | $14,471 | $8,390+72.5% | $13,129+10.2% | $7,234+100.0% |