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 | $47,317 | $65,561-27.8% | $86,188-45.1% | $75,163-37.0% |
| Participation rate | 82.9% | 60.5%+22.4pp | 69.0%+13.9pp | 67.2%+15.7pp |
| Annual return | 14.22% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,022 | $1,553+30.2% | $2,380-15.0% | $2,670-24.3% |
| Participant deferral / active EE | $4,638 | $3,024+53.4% | $3,985+16.4% | $4,125+12.4% |
| Admin fee / account holder | $12,537 | $5,474+129.0% | $6,852+83.0% | $5,651+121.9% |