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 | $39,861 | $56,053-28.9% | $75,972-47.5% | $80,856-50.7% |
| Participation rate | 86.4% | 62.0%+24.4pp | 69.1%+17.4pp | 67.6%+18.8pp |
| Annual return | 10.32% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,026 | $1,874+8.1% | $2,685-24.6% | $2,755-26.5% |
| Participant deferral / active EE | $5,501 | $3,052+80.3% | $4,255+29.3% | $4,296+28.1% |
| Admin fee / account holder | $1,955 | $5,234-62.6% | $6,467-69.8% | $6,918-71.7% |