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 | $47,251 | $85,202-44.5% | $172,739-72.6% | $72,985-35.3% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 20.96% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,541 | $3,324-53.7% | $5,143-70.0% | $2,440-36.9% |
| Participant deferral / active EE | $4,523 | $3,260+38.7% | $5,198-13.0% | $3,607+25.4% |
| Admin fee / account holder | $1,251 | $5,884-78.7% | $13,954-91.0% | $5,124-75.6% |