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 | $74,200 | $61,774+20.1% | $97,226-23.7% | $80,856-8.2% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.7%+1.5pp | 67.6%+6.6pp |
| Annual return | 12.13% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $371 | $1,837-79.8% | $2,729-86.4% | $2,755-86.5% |
| Participant deferral / active EE | $2,378 | $3,029-21.5% | $4,264-44.2% | $4,296-44.6% |
| Admin fee / account holder | $490 | $5,166-90.5% | $5,654-91.3% | $6,918-92.9% |