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 | $84,821 | $99,633-14.9% | $183,328-53.7% | $82,448+2.9% |
| Participation rate | 70.6% | 70.8%-0.2pp | 77.3%-6.7pp | 68.1%+2.5pp |
| Annual return | 16.59% | 17.84%-1.3pp | 29.67%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,559 | $3,256-52.1% | $5,055-69.2% | $2,551-38.9% |
| Participant deferral / active EE | $4,896 | $4,938-0.8% | $6,795-27.9% | $4,139+18.3% |
| Admin fee / account holder | $1,000 | $9,934-89.9% | $21,427-95.3% | $7,234-86.2% |