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 | $72,760 | $50,958+42.8% | $74,550-2.4% | $64,186+13.4% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.1%+22.3pp | 69.6%+21.9pp |
| Annual return | -5.65% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,733 | $1,115+55.4% | $1,961-11.6% | $2,381-27.2% |
| Participant deferral / active EE | $4,627 | $2,301+101.0% | $3,108+48.9% | $3,470+33.3% |
| Admin fee / account holder | $1,737 | $4,223-58.9% | $5,060-65.7% | $4,888-64.5% |