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 | $75,230 | $52,903+42.2% | $73,307+2.6% | $59,632+26.2% |
| Participation rate | 76.7% | 68.2%+8.5pp | 74.9%+1.8pp | 68.7%+8.0pp |
| Annual return | -1.58% | 12.20%-13.8pp | 5.67%-7.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $558 | $1,909-70.8% | $3,237-82.8% | $2,203-74.7% |
| Participant deferral / active EE | $6,483 | $4,069+59.3% | $4,991+29.9% | $3,192+103.1% |
| Admin fee / account holder | $1,260 | $3,834-67.1% | $5,637-77.6% | $4,297-70.7% |