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 | $64,532 | $85,766-24.8% | $136,294-52.7% | $70,131-8.0% |
| Participation rate | 80.4% | 74.2%+6.2pp | 81.9%-1.6pp | 69.5%+10.8pp |
| Annual return | 19.23% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,867 | $2,966-3.3% | $4,695-38.9% | $2,342+22.4% |
| Participant deferral / active EE | $5,725 | $5,051+13.3% | $6,247-8.4% | $3,332+71.8% |
| Admin fee / account holder | $4,059 | $5,420-25.1% | $9,243-56.1% | $4,645-12.6% |