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 | $42,624 | $96,635-55.9% | $86,612-50.8% | $139,434-69.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 12.78% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,015 | $3,263-68.9% | $3,022-66.4% | $4,751-78.6% |
| Participant deferral / active EE | $3,123 | $4,836-35.4% | $4,438-29.6% | $6,710-53.5% |
| Admin fee / account holder | $8,426 | $6,408+31.5% | $5,614+50.1% | $11,403-26.1% |