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 | $74,307 | $76,000-2.2% | $154,107-51.8% | $64,186+15.8% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | 3.08% | 30.32%-27.2pp | 735.12%-732.0pp | 7.63%-4.6pp |
| Employer contribution / active EE | $580 | $3,351-82.7% | $5,298-89.0% | $2,381-75.6% |
| Participant deferral / active EE | $3,807 | $3,175+19.9% | $5,081-25.1% | $3,470+9.7% |
| Admin fee / account holder | $1,184 | $5,596-78.8% | $13,411-91.2% | $4,888-75.8% |