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 | $49,370 | $89,355-44.7% | $141,162-65.0% | $72,985-32.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 29.21% | 111.85%-82.6pp | 71.39%-42.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $2,695 | $3,114-13.5% | $4,735-43.1% | $2,440+10.5% |
| Participant deferral / active EE | $5,417 | $5,4180% | $6,709-19.3% | $3,607+50.2% |
| Admin fee / account holder | $690 | $5,958-88.4% | $10,261-93.3% | $5,124-86.5% |