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 | $88,870 | $60,022+48.1% | $88,946-0.1% | $84,808+4.8% |
| Participation rate | 72.2% | 57.8%+14.4pp | 68.8%+3.4pp | 68.3%+3.9pp |
| Annual return | 15.19% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,422 | $1,703-16.5% | $2,555-44.4% | $2,631-46.0% |
| Participant deferral / active EE | $4,437 | $3,114+42.5% | $4,581-3.2% | $4,212+5.3% |
| Admin fee / account holder | $16,705 | $4,811+247.2% | $8,261+102.2% | $7,344+127.5% |