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 | $94,174 | $50,082+88.0% | $93,406+0.8% | $79,858+17.9% |
| Participation rate | 70.8% | 60.9%+9.9pp | 66.8%+4.0pp | 69.6%+1.2pp |
| Annual return | 13.63% | 24.59%-11.0pp | 78.05%-64.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $465 | $1,303-64.3% | $2,075-77.6% | $2,471-81.2% |
| Participant deferral / active EE | $1,860 | $2,212-15.9% | $3,126-40.5% | $3,740-50.3% |
| Admin fee / account holder | $799 | $3,454-76.9% | $5,230-84.7% | $5,306-85.0% |