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 | $41,202 | $78,705-47.6% | $117,854-65.0% | $70,131-41.2% |
| Participation rate | 81.0% | 73.2%+7.8pp | 79.7%+1.3pp | 69.5%+11.5pp |
| Annual return | 46.41% | 23.30%+23.1pp | 335.08%-288.7pp | 73.14%-26.7pp |
| Employer contribution / active EE | $3,549 | $2,223+59.6% | $3,786-6.3% | $2,342+51.5% |
| Participant deferral / active EE | $7,127 | $3,297+116.2% | $4,482+59.0% | $3,332+113.9% |
| Admin fee / account holder | $2,226 | $5,065-56.1% | $8,020-72.2% | $4,645-52.1% |