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 | $45,246 | $99,079-54.3% | $77,999-42.0% | $273,961-83.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 28.64% | 217.93%-189.3pp | 425.96%-397.3pp | 41.45%-12.8pp |
| Employer contribution / active EE | $3,465 | $3,308+4.8% | $2,470+40.3% | $4,869-28.8% |
| Participant deferral / active EE | $2,498 | $4,306-42.0% | $3,497-28.6% | $5,287-52.8% |
| Admin fee / account holder | $7,372 | $8,954-17.7% | $5,480+34.5% | $10,132-27.2% |