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 | $97,314 | $52,681+84.7% | $75,781+28.4% | $59,632+63.2% |
| Participation rate | 71.4% | 67.2%+4.2pp | 75.8%-4.4pp | 68.7%+2.8pp |
| Annual return | -0.05% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,755 | $2,193-20.0% | $3,323-47.2% | $2,203-20.3% |
| Participant deferral / active EE | $3,514 | $2,591+35.6% | $3,651-3.8% | $3,192+10.1% |
| Admin fee / account holder | $567 | $3,610-84.3% | $5,299-89.3% | $4,297-86.8% |