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 | $40,298 | $85,766-53.0% | $136,294-70.4% | $70,131-42.5% |
| Participation rate | 83.9% | 74.2%+9.8pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 17.17% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,409 | $2,966-52.5% | $4,695-70.0% | $2,342-39.8% |
| Participant deferral / active EE | $2,219 | $5,051-56.1% | $6,247-64.5% | $3,332-33.4% |
| Admin fee / account holder | $360 | $5,420-93.4% | $9,243-96.1% | $4,645-92.2% |