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 | $48,704 | $34,308+42.0% | $74,701-34.8% | $72,985-33.3% |
| Participation rate | 88.1% | 42.4%+45.7pp | 54.5%+33.7pp | 69.5%+18.6pp |
| Annual return | 23.12% | 26.58%-3.5pp | 752.92%-729.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,916 | $692+177.0% | $1,084+76.8% | $2,440-21.5% |
| Participant deferral / active EE | $2,345 | $1,271+84.5% | $1,964+19.4% | $3,607-35.0% |
| Admin fee / account holder | $2,543 | $2,124+19.7% | $3,333-23.7% | $5,124-50.4% |