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 | $49,757 | $99,079-49.8% | $77,999-36.2% | $273,961-81.8% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.5%-2.2pp | 83.0%-9.7pp |
| Annual return | 7.78% | 217.93%-210.1pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,061 | $3,308-37.7% | $2,470-16.6% | $4,869-57.7% |
| Participant deferral / active EE | $5,641 | $4,306+31.0% | $3,497+61.3% | $5,287+6.7% |
| Admin fee / account holder | $918 | $8,954-89.8% | $5,480-83.3% | $10,132-90.9% |