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 | $102,485 | $70,428+45.5% | $96,562+6.1% | $85,850+19.4% |
| Participation rate | 70.1% | 61.8%+8.3pp | 69.8%+0.3pp | 69.3%+0.8pp |
| Annual return | 14.96% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $892 | $1,413-36.9% | $2,356-62.2% | $2,565-65.2% |
| Participant deferral / active EE | $6,533 | $2,894+125.8% | $3,849+69.7% | $3,952+65.3% |
| Admin fee / account holder | $3,192 | $4,997-36.1% | $6,181-48.4% | $6,260-49.0% |