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 | $40,918 | $48,570-15.8% | $130,648-68.7% | $72,985-43.9% |
| Participation rate | 83.9% | 58.6%+25.3pp | 71.7%+12.1pp | 69.5%+14.4pp |
| Annual return | 21.82% | 38.63%-16.8pp | 1708.96%-1687.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,467 | $1,334+84.9% | $4,092-39.7% | $2,440+1.1% |
| Participant deferral / active EE | $4,167 | $2,384+74.8% | $3,603+15.7% | $3,607+15.5% |
| Admin fee / account holder | $574 | $3,549-83.8% | $5,464-89.5% | $5,124-88.8% |