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 | $83,549 | $108,172-22.8% | $77,482+7.8% | $158,922-47.4% |
| Participation rate | 70.8% | 64.4%+6.4pp | 54.2%+16.6pp | 82.0%-11.1pp |
| Annual return | 4.11% | 31.67%-27.6pp | 54.79%-50.7pp | 302.83%-298.7pp |
| Employer contribution / active EE | $498 | $1,325-62.4% | $986-49.5% | $4,761-89.5% |
| Participant deferral / active EE | $2,085 | $2,456-15.1% | $1,861+12.0% | $5,982-65.1% |
| Admin fee / account holder | $1,184 | $3,708-68.1% | $2,858-58.6% | $11,246-89.5% |