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 | $43,268 | $85,766-49.6% | $136,294-68.3% | $70,131-38.3% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 26.19% | 31.45%-5.3pp | 5155.94%-5129.7pp | 73.14%-46.9pp |
| Employer contribution / active EE | $2,244 | $2,966-24.3% | $4,695-52.2% | $2,342-4.2% |
| Participant deferral / active EE | $16,477 | $5,051+226.2% | $6,247+163.8% | $3,332+394.5% |
| Admin fee / account holder | $165,049 | $5,420+2944.9% | $9,243+1685.6% | $4,645+3453.0% |