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 | $36,786 | $32,037+14.8% | $69,182-46.8% | $62,891-41.5% |
| Participation rate | 92.9% | 43.4%+49.4pp | 55.1%+37.7pp | 69.3%+23.6pp |
| Annual return | 6.56% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $7,916 | $679+1065.5% | $1,206+556.2% | $2,281+247.0% |
| Participant deferral / active EE | $3,186 | $1,185+168.7% | $1,897+67.9% | $3,203-0.5% |
| Admin fee / account holder | $789 | $2,608-69.7% | $2,697-70.7% | $4,296-81.6% |