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 | $75,297 | $54,541+38.1% | $78,778-4.4% | $70,131+7.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.52% | 21.07%-5.6pp | 35.62%-20.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $751 | $1,089-31.0% | $1,986-62.2% | $2,342-68.0% |
| Participant deferral / active EE | $3,380 | $2,210+53.0% | $2,958+14.3% | $3,332+1.5% |
| Admin fee / account holder | $648 | $3,709-82.5% | $5,134-87.4% | $4,645-86.0% |