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 | $75,894 | $108,172-29.8% | $77,482-2.0% | $158,922-52.2% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 23.29% | 31.67%-8.4pp | 54.79%-31.5pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,724 | $1,325+30.1% | $986+74.8% | $4,761-63.8% |
| Participant deferral / active EE | $6,183 | $2,456+151.7% | $1,861+232.2% | $5,982+3.4% |
| Admin fee / account holder | $947 | $3,708-74.5% | $2,858-66.9% | $11,246-91.6% |