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 | $45,145 | $100,041-54.9% | $149,718-69.8% | $70,131-35.6% |
| Participation rate | 82.1% | 83.6%-1.4pp | 87.1%-4.9pp | 69.5%+12.6pp |
| Annual return | 20.16% | 27.43%-7.3pp | 1501.63%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,658 | $3,662-54.7% | $5,445-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $9,562 | $4,983+91.9% | $6,569+45.6% | $3,332+187.0% |
| Admin fee / account holder | $4,151 | $8,286-49.9% | $11,283-63.2% | $4,645-10.6% |