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 | $49,654 | $85,766-42.1% | $136,294-63.6% | $70,131-29.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.17% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $5,311 | $2,966+79.1% | $4,695+13.1% | $2,342+126.7% |
| Participant deferral / active EE | $3,824 | $5,051-24.3% | $6,247-38.8% | $3,332+14.8% |
| Admin fee / account holder | $667 | $5,420-87.7% | $9,243-92.8% | $4,645-85.6% |