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 | $44,753 | $100,041-55.3% | $149,718-70.1% | $70,131-36.2% |
| Participation rate | 72.7% | 83.6%-10.9pp | 87.1%-14.3pp | 69.5%+3.2pp |
| Annual return | 16.07% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,208 | $3,662-39.7% | $5,445-59.4% | $2,342-5.7% |
| Participant deferral / active EE | $4,705 | $4,983-5.6% | $6,569-28.4% | $3,332+41.2% |
| Admin fee / account holder | $1,522 | $8,286-81.6% | $11,283-86.5% | $4,645-67.2% |