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 | $110,366 | $91,037+21.2% | $71,671+54.0% | $147,584-25.2% |
| Participation rate | 73.7% | 76.1%-2.4pp | 68.7%+4.9pp | 82.8%-9.1pp |
| Annual return | 16.64% | 20.48%-3.8pp | 20.65%-4.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,321 | $3,327-60.3% | $2,460-46.3% | $4,876-72.9% |
| Participant deferral / active EE | $10,380 | $4,498+130.8% | $3,438+201.9% | $5,439+90.9% |
| Admin fee / account holder | $3,698 | $8,613-57.1% | $5,558-33.5% | $10,885-66.0% |