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 | $144,859 | $83,908+72.6% | $68,509+111.4% | $125,391+15.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | 0.08% | 14.48%-14.4pp | 8.27%-8.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,679 | $3,031-44.6% | $2,278-26.3% | $4,866-65.5% |
| Participant deferral / active EE | $6,014 | $4,125+45.8% | $3,382+77.8% | $5,352+12.4% |
| Admin fee / account holder | $500 | $8,982-94.4% | $5,275-90.5% | $9,540-94.8% |