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 | $40,588 | $98,750-58.9% | $149,696-72.9% | $79,858-49.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 22.76% | 27.43%-4.7pp | 276.60%-253.8pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,209 | $3,216-31.3% | $4,644-52.4% | $2,471-10.6% |
| Participant deferral / active EE | $6,215 | $5,680+9.4% | $6,842-9.2% | $3,740+66.2% |
| Admin fee / account holder | $2,019 | $6,053-66.6% | $9,309-78.3% | $5,306-62.0% |