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 | $32,568 | $52,279-37.7% | $89,391-63.6% | $79,858-59.2% |
| Participation rate | 78.1% | 57.5%+20.6pp | 68.0%+10.1pp | 69.6%+8.5pp |
| Annual return | 27.76% | 22.16%+5.6pp | 245.62%-217.9pp | 31.71%-4.0pp |
| Employer contribution / active EE | $5,166 | $1,572+228.7% | $2,586+99.8% | $2,471+109.1% |
| Participant deferral / active EE | $10,706 | $2,740+290.7% | $3,890+175.2% | $3,740+186.2% |
| Admin fee / account holder | $2,274 | $3,356-32.2% | $4,881-53.4% | $5,306-57.1% |