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 | $102,666 | $72,177+42.2% | $115,037-10.8% | $59,632+72.2% |
| Participation rate | 78.1% | 72.6%+5.6pp | 81.4%-3.2pp | 68.7%+9.5pp |
| Annual return | 0.60% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,938 | $2,841-31.8% | $4,608-57.9% | $2,203-12.0% |
| Participant deferral / active EE | $6,113 | $4,783+27.8% | $6,026+1.4% | $3,192+91.5% |
| Admin fee / account holder | $3,648 | $4,927-26.0% | $8,175-55.4% | $4,297-15.1% |