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 | $36,129 | $85,766-57.9% | $136,294-73.5% | $70,131-48.5% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 18.69% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,145 | $2,966-27.7% | $4,695-54.3% | $2,342-8.4% |
| Participant deferral / active EE | $2,860 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $1,120 | $5,420-79.3% | $9,243-87.9% | $4,645-75.9% |