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 | $74,021 | $82,032-9.8% | $123,104-39.9% | $59,632+24.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.56% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,172 | $3,297-34.1% | $5,151-57.8% | $2,203-1.4% |
| Participant deferral / active EE | $3,805 | $4,667-18.5% | $6,230-38.9% | $3,192+19.2% |
| Admin fee / account holder | $313 | $5,881-94.7% | $9,015-96.5% | $4,297-92.7% |