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 | $45,769 | $63,346-27.7% | $92,233-50.4% | $70,131-34.7% |
| Participation rate | 82.1% | 68.7%+13.4pp | 76.5%+5.6pp | 69.5%+12.5pp |
| Annual return | 15.71% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $847 | $2,471-65.7% | $3,679-77.0% | $2,342-63.8% |
| Participant deferral / active EE | $3,408 | $2,854+19.4% | $3,897-12.5% | $3,332+2.3% |
| Admin fee / account holder | $586 | $3,840-84.7% | $5,194-88.7% | $4,645-87.4% |