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 | $48,127 | $99,079-51.4% | $77,999-38.3% | $273,961-82.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.05% | 217.93%-206.9pp | 425.96%-414.9pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,379 | $3,308-58.3% | $2,470-44.2% | $4,869-71.7% |
| Participant deferral / active EE | $1,280 | $4,306-70.3% | $3,497-63.4% | $5,287-75.8% |
| Admin fee / account holder | $3,112 | $8,954-65.2% | $5,480-43.2% | $10,132-69.3% |