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 | $81,803 | $75,828+7.9% | $147,614-44.6% | $59,632+37.2% |
| Participation rate | 76.5% | 71.6%+4.9pp | 84.6%-8.2pp | 68.7%+7.8pp |
| Annual return | 2.67% | 0.37%+2.3pp | 61.98%-59.3pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,294 | $3,485-62.9% | $5,564-76.7% | $2,203-41.2% |
| Participant deferral / active EE | $4,037 | $3,130+29.0% | $4,895-17.5% | $3,192+26.5% |
| Admin fee / account holder | $1,170 | $5,985-80.5% | $11,611-89.9% | $4,297-72.8% |