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 | $48,322 | $56,629-14.7% | $77,999-38.0% | $55,167-12.4% |
| Participation rate | 77.1% | 73.3%+3.8pp | 75.5%+1.6pp | 69.0%+8.2pp |
| Annual return | 8.05% | 2866.98%-2858.9pp | 425.96%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $778 | $1,723-54.8% | $2,470-68.5% | $1,963-60.4% |
| Participant deferral / active EE | $2,726 | $2,777-1.8% | $3,497-22.0% | $3,054-10.7% |
| Admin fee / account holder | $363 | $467-22.2% | $5,480-93.4% | $504-28.0% |