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 | $56,986 | $108,172-47.3% | $77,482-26.5% | $158,922-64.1% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 18.44% | 31.67%-13.2pp | 54.79%-36.3pp | 302.83%-284.4pp |
| Employer contribution / active EE | $734 | $1,325-44.6% | $986-25.6% | $4,761-84.6% |
| Participant deferral / active EE | $3,459 | $2,456+40.8% | $1,861+85.8% | $5,982-42.2% |
| Admin fee / account holder | $3,251 | $3,708-12.3% | $2,858+13.8% | $11,246-71.1% |