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 | $75,256 | $45,438+65.6% | $80,004-5.9% | $59,632+26.2% |
| Participation rate | 71.4% | 63.7%+7.7pp | 73.0%-1.6pp | 68.7%+2.8pp |
| Annual return | 0.02% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $284 | $1,236-77.0% | $2,473-88.5% | $2,203-87.1% |
| Participant deferral / active EE | $1,866 | $2,231-16.3% | $3,204-41.7% | $3,192-41.5% |
| Admin fee / account holder | $4,391 | $3,464+26.8% | $5,033-12.8% | $4,297+2.2% |