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 | $47,068 | $71,050-33.8% | $93,606-49.7% | $80,856-41.8% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 10.02% | 11.26%-1.2pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,285 | $1,564+174.0% | $2,420+77.1% | $2,755+55.5% |
| Participant deferral / active EE | $1,985 | $4,034-50.8% | $4,411-55.0% | $4,296-53.8% |
| Admin fee / account holder | $5,521 | $6,945-20.5% | $8,285-33.4% | $6,918-20.2% |