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 | $42,952 | $65,561-34.5% | $86,188-50.2% | $75,163-42.9% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.0%+3.8pp | 67.2%+5.5pp |
| Annual return | 23.42% | 46.05%-22.6pp | 1168.45%-1145.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,911 | $1,553+23.1% | $2,380-19.7% | $2,670-28.4% |
| Participant deferral / active EE | $3,764 | $3,024+24.5% | $3,985-5.6% | $4,125-8.8% |
| Admin fee / account holder | $11,881 | $5,474+117.0% | $6,852+73.4% | $5,651+110.2% |