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 | $76,085 | $51,175+48.7% | $70,515+7.9% | $75,163+1.2% |
| Participation rate | 72.5% | 60.9%+11.6pp | 68.3%+4.2pp | 67.2%+5.4pp |
| Annual return | 13.75% | 30.02%-16.3pp | 32.77%-19.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $582 | $1,826-68.2% | $2,973-80.4% | $2,670-78.2% |
| Participant deferral / active EE | $6,283 | $2,849+120.5% | $4,567+37.6% | $4,125+52.3% |
| Admin fee / account holder | $1,787 | $4,091-56.3% | $6,412-72.1% | $5,651-68.4% |