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 | $48,425 | $65,561-26.1% | $86,188-43.8% | $75,163-35.6% |
| Participation rate | 73.7% | 60.5%+13.2pp | 69.0%+4.7pp | 67.2%+6.5pp |
| Annual return | 16.47% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,126 | $1,553+101.3% | $2,380+31.3% | $2,670+17.1% |
| Participant deferral / active EE | $2,571 | $3,024-15.0% | $3,985-35.5% | $4,125-37.7% |
| Admin fee / account holder | $1,662 | $5,474-69.6% | $6,852-75.7% | $5,651-70.6% |