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 | $55,885 | $76,000-26.5% | $154,107-63.7% | $64,186-12.9% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+27.9pp |
| Annual return | 6.17% | 30.32%-24.1pp | 735.12%-729.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $1,508 | $3,351-55.0% | $5,298-71.5% | $2,381-36.7% |
| Participant deferral / active EE | $3,984 | $3,175+25.5% | $5,081-21.6% | $3,470+14.8% |
| Admin fee / account holder | $1,753 | $5,596-68.7% | $13,411-86.9% | $4,888-64.1% |