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 | $45,041 | $65,041-30.8% | $90,951-50.5% | $79,858-43.6% |
| Participation rate | 70.5% | 61.6%+8.9pp | 69.0%+1.5pp | 69.6%+0.9pp |
| Annual return | 18.89% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,101 | $1,247+68.5% | $2,122-1.0% | $2,471-15.0% |
| Participant deferral / active EE | $5,146 | $2,512+104.8% | $3,373+52.6% | $3,740+37.6% |
| Admin fee / account holder | $1,783 | $4,536-60.7% | $5,959-70.1% | $5,306-66.4% |