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 | $49,751 | $56,053-11.2% | $75,972-34.5% | $80,856-38.5% |
| Participation rate | 93.3% | 62.0%+31.3pp | 69.1%+24.3pp | 67.6%+25.7pp |
| Annual return | 10.81% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,461 | $1,874+31.3% | $2,685-8.4% | $2,755-10.7% |
| Participant deferral / active EE | $4,863 | $3,052+59.3% | $4,255+14.3% | $4,296+13.2% |
| Admin fee / account holder | $4,203 | $5,234-19.7% | $6,467-35.0% | $6,918-39.3% |