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 | $48,326 | $75,828-36.3% | $147,614-67.3% | $59,632-19.0% |
| Participation rate | 70.0% | 71.6%-1.6pp | 84.6%-14.6pp | 68.7%+1.3pp |
| Annual return | 0.99% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $533 | $3,485-84.7% | $5,564-90.4% | $2,203-75.8% |
| Participant deferral / active EE | $1,554 | $3,130-50.4% | $4,895-68.3% | $3,192-51.3% |
| Admin fee / account holder | $2,136 | $5,985-64.3% | $11,611-81.6% | $4,297-50.3% |