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 | $57,128 | $85,202-32.9% | $172,739-66.9% | $72,985-21.7% |
| Participation rate | 72.2% | 70.1%+2.2pp | 82.6%-10.4pp | 69.5%+2.7pp |
| Annual return | 21.32% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,012 | $3,324-39.5% | $5,143-60.9% | $2,440-17.5% |
| Participant deferral / active EE | $4,360 | $3,260+33.7% | $5,198-16.1% | $3,607+20.9% |
| Admin fee / account holder | $687 | $5,884-88.3% | $13,954-95.1% | $5,124-86.6% |