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 | $48,259 | $63,346-23.8% | $92,233-47.7% | $70,131-31.2% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 15.46% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,048 | $2,471-57.6% | $3,679-71.5% | $2,342-55.3% |
| Participant deferral / active EE | $2,355 | $2,854-17.5% | $3,897-39.6% | $3,332-29.3% |
| Admin fee / account holder | $692 | $3,840-82.0% | $5,194-86.7% | $4,645-85.1% |