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 | $86,818 | $65,041+33.5% | $90,951-4.5% | $79,858+8.7% |
| Participation rate | 76.2% | 61.6%+14.6pp | 69.0%+7.2pp | 69.6%+6.6pp |
| Annual return | 11.09% | 30.45%-19.4pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $706 | $1,247-43.4% | $2,122-66.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,407 | $2,512-4.2% | $3,373-28.6% | $3,740-35.7% |
| Admin fee / account holder | $2,806 | $4,536-38.1% | $5,959-52.9% | $5,306-47.1% |