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 | $44,683 | $53,516-16.5% | $126,539-64.7% | $84,808-47.3% |
| Participation rate | 73.2% | 58.2%+14.9pp | 69.8%+3.4pp | 68.3%+4.9pp |
| Annual return | 14.80% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,546 | $1,535+65.9% | $3,674-30.7% | $2,631-3.2% |
| Participant deferral / active EE | $3,873 | $2,671+45.0% | $4,083-5.1% | $4,212-8.0% |
| Admin fee / account holder | $4,069 | $4,497-9.5% | $6,065-32.9% | $7,344-44.6% |