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 | $91,620 | $108,172-15.3% | $77,482+18.2% | $158,922-42.3% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 16.49% | 31.67%-15.2pp | 54.79%-38.3pp | 302.83%-286.3pp |
| Employer contribution / active EE | $654 | $1,325-50.7% | $986-33.7% | $4,761-86.3% |
| Participant deferral / active EE | $6,414 | $2,456+161.1% | $1,861+244.6% | $5,982+7.2% |
| Admin fee / account holder | $9,155 | $3,708+146.9% | $2,858+220.3% | $11,246-18.6% |