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 | $48,182 | $89,753-46.3% | $107,525-55.2% | $84,808-43.2% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 21.52% | 29.48%-8.0pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,775 | $3,113-10.9% | $3,754-26.1% | $2,631+5.5% |
| Participant deferral / active EE | $4,591 | $4,056+13.2% | $5,116-10.2% | $4,212+9.0% |
| Admin fee / account holder | $621 | $7,222-91.4% | $8,919-93.0% | $7,344-91.5% |