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 | $42,029 | $63,346-33.7% | $92,233-54.4% | $70,131-40.1% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+3.0pp |
| Annual return | 15.45% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $709 | $2,471-71.3% | $3,679-80.7% | $2,342-69.7% |
| Participant deferral / active EE | $3,921 | $2,854+37.4% | $3,897+0.6% | $3,332+17.7% |
| Admin fee / account holder | $699 | $3,840-81.8% | $5,194-86.5% | $4,645-85.0% |