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 | $72,934 | $70,428+3.6% | $96,562-24.5% | $85,850-15.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.11% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,131 | $1,413-19.9% | $2,356-52.0% | $2,565-55.9% |
| Participant deferral / active EE | $2,833 | $2,894-2.1% | $3,849-26.4% | $3,952-28.3% |
| Admin fee / account holder | $1,283 | $4,997-74.3% | $6,181-79.2% | $6,260-79.5% |