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 | $87,308 | $53,822+62.2% | $75,696+15.3% | $85,850+1.7% |
| Participation rate | 79.3% | 69.1%+10.2pp | 74.8%+4.5pp | 69.3%+10.0pp |
| Annual return | 12.75% | 24.54%-11.8pp | 104.53%-91.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $464 | $2,017-77.0% | $2,743-83.1% | $2,565-81.9% |
| Participant deferral / active EE | $2,981 | $2,895+3.0% | $3,821-22.0% | $3,952-24.6% |
| Admin fee / account holder | $10,970 | $3,343+228.2% | $3,619+203.1% | $6,260+75.2% |