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 | $99,826 | $70,428+41.7% | $96,562+3.4% | $85,850+16.3% |
| Participation rate | 79.6% | 61.8%+17.8pp | 69.8%+9.8pp | 69.3%+10.3pp |
| Annual return | 12.22% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $480 | $1,413-66.0% | $2,356-79.6% | $2,565-81.3% |
| Participant deferral / active EE | $3,381 | $2,894+16.8% | $3,849-12.2% | $3,952-14.4% |
| Admin fee / account holder | $14,394 | $4,997+188.1% | $6,181+132.9% | $6,260+129.9% |