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 | $48,358 | $60,124-19.6% | $90,404-46.5% | $79,858-39.4% |
| Participation rate | 84.9% | 65.0%+19.9pp | 72.7%+12.2pp | 69.6%+15.3pp |
| Annual return | 11.08% | 71.94%-60.9pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,198 | $2,068+6.3% | $3,262-32.6% | $2,471-11.0% |
| Participant deferral / active EE | $3,420 | $2,938+16.4% | $3,963-13.7% | $3,740-8.6% |
| Admin fee / account holder | $3,751 | $3,976-5.7% | $5,611-33.1% | $5,306-29.3% |