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 | $77,593 | $69,207+12.1% | $64,056+21.1% | $139,434-44.4% |
| Participation rate | 87.0% | 75.6%+11.4pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 15.71% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,101 | $3,182-65.4% | $2,747-59.9% | $4,751-76.8% |
| Participant deferral / active EE | $2,201 | $4,682-53.0% | $3,880-43.3% | $6,710-67.2% |
| Admin fee / account holder | $12,159 | $4,244+186.5% | $3,068+296.3% | $11,403+6.6% |