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 | $53,012 | $99,079-46.5% | $77,999-32.0% | $273,961-80.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 5.12% | 217.93%-212.8pp | 425.96%-420.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,100 | $3,308-66.8% | $2,470-55.5% | $4,869-77.4% |
| Participant deferral / active EE | $1,650 | $4,306-61.7% | $3,497-52.8% | $5,287-68.8% |
| Admin fee / account holder | $2,841 | $8,954-68.3% | $5,480-48.2% | $10,132-72.0% |