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 | $48,044 | $76,000-36.8% | $154,107-68.8% | $64,186-25.1% |
| Participation rate | 95.4% | 70.4%+25.0pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | 11.67% | 30.32%-18.6pp | 735.12%-723.4pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,934 | $3,351-42.3% | $5,298-63.5% | $2,381-18.8% |
| Participant deferral / active EE | $3,836 | $3,175+20.8% | $5,081-24.5% | $3,470+10.6% |
| Admin fee / account holder | $650 | $5,596-88.4% | $13,411-95.2% | $4,888-86.7% |