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 | $49,861 | $106,890-53.4% | $84,015-40.7% | $152,861-67.4% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 21.61% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,237 | $2,734-54.8% | $1,983-37.6% | $4,762-74.0% |
| Participant deferral / active EE | $2,577 | $4,011-35.7% | $3,239-20.4% | $5,850-55.9% |
| Admin fee / account holder | $1,414 | $8,285-82.9% | $6,101-76.8% | $11,596-87.8% |