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 | $47,398 | $100,773-53.0% | $88,946-46.7% | $142,382-66.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.77% | 70.18%-56.4pp | 57.82%-44.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,910 | $2,918+102.6% | $2,555+131.3% | $4,299+37.5% |
| Participant deferral / active EE | $12,653 | $5,230+141.9% | $4,581+176.2% | $6,507+94.4% |
| Admin fee / account holder | $1,143 | $9,693-88.2% | $8,261-86.2% | $12,624-90.9% |