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 | $81,153 | $70,428+15.2% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 70.4% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 17.53% | 18.59%-1.1pp | 37.78%-20.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $694 | $1,413-50.9% | $2,356-70.5% | $2,565-72.9% |
| Participant deferral / active EE | $3,540 | $2,894+22.3% | $3,849-8.0% | $3,952-10.4% |
| Admin fee / account holder | $1,907 | $4,997-61.8% | $6,181-69.1% | $6,260-69.5% |