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 | $102,892 | $65,703+56.6% | $94,224+9.2% | $59,632+72.5% |
| Participation rate | 76.2% | 72.1%+4.1pp | 78.8%-2.6pp | 68.7%+7.5pp |
| Annual return | 0.87% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,129 | $3,143-32.3% | $4,320-50.7% | $3,192-33.3% |
| Admin fee / account holder | $2,009 | $4,264-52.9% | $6,269-67.9% | $4,297-53.2% |