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 | $47,187 | $39,019+20.9% | $80,716-41.5% | $85,850-45.0% |
| Participation rate | 70.4% | 41.5%+28.8pp | 54.2%+16.2pp | 69.3%+1.1pp |
| Annual return | 20.19% | 26.27%-6.1pp | 87.28%-67.1pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,204 | $722+205.2% | $1,160+90.0% | $2,565-14.1% |
| Participant deferral / active EE | $4,577 | $1,326+245.3% | $2,146+113.3% | $3,952+15.8% |
| Admin fee / account holder | $3,403 | $2,431+40.0% | $3,380+0.7% | $6,260-45.6% |