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 8-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 | $99,781 | $99,985-0.2% | $146,665-32.0% | $85,850+16.2% |
| Participation rate | 84.6% | 73.1%+11.6pp | 80.1%+4.5pp | 69.3%+15.3pp |
| Annual return | 16.72% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $873 | $2,559-65.9% | $4,136-78.9% | $2,565-65.9% |
| Participant deferral / active EE | $3,916 | $4,006-2.2% | $5,506-28.9% | $3,952-0.9% |
| Admin fee / account holder | $16,156 | $7,702+109.8% | $10,280+57.2% | $6,260+158.1% |