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 | $56,206 | $45,566+23.4% | $64,105-12.3% | $59,632-5.7% |
| Participation rate | 85.7% | 60.2%+25.5pp | 68.2%+17.5pp | 68.7%+17.0pp |
| Annual return | 2.88% | 4.95%-2.1pp | 791.24%-788.4pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $570 | $934-39.0% | $1,820-68.7% | $2,203-74.1% |
| Participant deferral / active EE | $3,443 | $2,057+67.4% | $2,822+22.0% | $3,192+7.9% |
| Admin fee / account holder | $2,804 | $3,268-14.2% | $4,499-37.7% | $4,297-34.7% |