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 | $61,003 | $25,014+143.9% | $69,647-12.4% | $80,856-24.6% |
| Participation rate | 78.6% | 64.2%+14.3pp | 66.5%+12.1pp | 67.6%+10.9pp |
| Annual return | 12.46% | 19.07%-6.6pp | 100.48%-88.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $618 | $993-37.7% | $1,712-63.9% | $2,755-77.6% |
| Participant deferral / active EE | $4,472 | $1,839+143.2% | $2,886+54.9% | $4,296+4.1% |
| Admin fee / account holder | $10,996 | $2,488+341.9% | $4,713+133.3% | $6,918+58.9% |