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 | $90,546 | $100,901-10.3% | $75,670+19.7% | $147,584-38.6% |
| Participation rate | 78.3% | 77.1%+1.1pp | 72.3%+5.9pp | 82.8%-4.6pp |
| Annual return | 15.06% | 35.78%-20.7pp | 27.34%-12.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $675 | $3,253-79.3% | $2,352-71.3% | $4,876-86.2% |
| Participant deferral / active EE | $3,076 | $4,027-23.6% | $3,142-2.1% | $5,439-43.4% |
| Admin fee / account holder | $11,744 | $11,285+4.1% | $5,800+102.5% | $10,885+7.9% |