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 | $42,924 | $63,346-32.2% | $92,233-53.5% | $70,131-38.8% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 20.75% | 530.12%-509.4pp | 176.28%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,277 | $2,471-48.3% | $3,679-65.3% | $2,342-45.5% |
| Participant deferral / active EE | $5,189 | $2,854+81.8% | $3,897+33.2% | $3,332+55.8% |
| Admin fee / account holder | $5,311 | $3,840+38.3% | $5,194+2.3% | $4,645+14.3% |