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 | $43,076 | $76,000-43.3% | $154,107-72.0% | $64,186-32.9% |
| Participation rate | 74.0% | 70.4%+3.6pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | 8.37% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,412 | $3,351-57.9% | $5,298-73.4% | $2,381-40.7% |
| Participant deferral / active EE | $2,040 | $3,175-35.7% | $5,081-59.8% | $3,470-41.2% |
| Admin fee / account holder | $549 | $5,596-90.2% | $13,411-95.9% | $4,888-88.8% |