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 | $50,960 | $48,570+4.9% | $130,648-61.0% | $72,985-30.2% |
| Participation rate | 77.2% | 58.6%+18.6pp | 71.7%+5.5pp | 69.5%+7.7pp |
| Annual return | 24.37% | 38.63%-14.3pp | 1708.96%-1684.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $793 | $1,334-40.5% | $4,092-80.6% | $2,440-67.5% |
| Participant deferral / active EE | $2,308 | $2,384-3.2% | $3,603-35.9% | $3,607-36.0% |
| Admin fee / account holder | $2,136 | $3,549-39.8% | $5,464-60.9% | $5,124-58.3% |