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 | $69,037 | $45,438+51.9% | $80,004-13.7% | $59,632+15.8% |
| Participation rate | 75.6% | 63.7%+11.8pp | 73.0%+2.5pp | 68.7%+6.9pp |
| Annual return | 2.08% | 5.10%-3.0pp | 7.63%-5.6pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $343 | $1,236-72.2% | $2,473-86.1% | $2,203-84.4% |
| Participant deferral / active EE | $2,717 | $2,231+21.8% | $3,204-15.2% | $3,192-14.9% |
| Admin fee / account holder | $1,900 | $3,464-45.1% | $5,033-62.2% | $4,297-55.8% |