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 | $92,549 | $52,681+75.7% | $75,781+22.1% | $59,632+55.2% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.8%+11.3pp | 68.7%+18.4pp |
| Annual return | -0.56% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,992 | $2,193+36.4% | $3,323-10.0% | $2,203+35.8% |
| Participant deferral / active EE | $8,788 | $2,591+239.2% | $3,651+140.7% | $3,192+175.3% |
| Admin fee / account holder | $7,367 | $3,610+104.1% | $5,299+39.0% | $4,297+71.4% |