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 | $14,456 | $73,515-80.3% | $62,995-77.1% | $147,584-90.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 20.45% | 175.43%-155.0pp | 87.57%-67.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,111 | $3,320-36.4% | $2,759-23.5% | $4,876-56.7% |
| Participant deferral / active EE | $4,320 | $4,185+3.2% | $3,329+29.7% | $5,439-20.6% |
| Admin fee / account holder | $1,301 | $5,953-78.2% | $3,600-63.9% | $10,885-88.1% |