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 | $94,614 | $108,172-12.5% | $77,482+22.1% | $158,922-40.5% |
| Participation rate | 92.3% | 64.4%+27.9pp | 54.2%+38.1pp | 82.0%+10.3pp |
| Annual return | 21.45% | 31.67%-10.2pp | 54.79%-33.3pp | 302.83%-281.4pp |
| Employer contribution / active EE | $926 | $1,325-30.1% | $986-6.1% | $4,761-80.6% |
| Participant deferral / active EE | $3,609 | $2,456+47.0% | $1,861+93.9% | $5,982-39.7% |
| Admin fee / account holder | $660 | $3,708-82.2% | $2,858-76.9% | $11,246-94.1% |