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 | $46,204 | $99,079-53.4% | $77,999-40.8% | $273,961-83.1% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.5%-4.9pp | 83.0%-12.4pp |
| Annual return | 7.62% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,257 | $3,308-31.8% | $2,470-8.6% | $4,869-53.7% |
| Participant deferral / active EE | $6,450 | $4,306+49.8% | $3,497+84.5% | $5,287+22.0% |
| Admin fee / account holder | $813 | $8,954-90.9% | $5,480-85.2% | $10,132-92.0% |