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 | $57,923 | $78,705-26.4% | $117,854-50.9% | $70,131-17.4% |
| Participation rate | 97.5% | 73.2%+24.3pp | 79.7%+17.8pp | 69.5%+28.0pp |
| Annual return | 16.90% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,870 | $2,223-15.9% | $3,786-50.6% | $2,342-20.2% |
| Participant deferral / active EE | $5,242 | $3,297+59.0% | $4,482+17.0% | $3,332+57.3% |
| Admin fee / account holder | $1,343 | $5,065-73.5% | $8,020-83.3% | $4,645-71.1% |