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 | $101,895 | $98,750+3.2% | $149,696-31.9% | $79,858+27.6% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 15.08% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,972 | $3,216-7.6% | $4,644-36.0% | $2,471+20.3% |
| Participant deferral / active EE | $7,982 | $5,680+40.5% | $6,842+16.7% | $3,740+113.4% |
| Admin fee / account holder | $6,122 | $6,053+1.2% | $9,309-34.2% | $5,306+15.4% |