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 | $64,365 | $85,766-25.0% | $136,294-52.8% | $70,131-8.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 16.51% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,557 | $2,966+53.6% | $4,695-2.9% | $2,342+94.6% |
| Participant deferral / active EE | $7,960 | $5,051+57.6% | $6,247+27.4% | $3,332+138.9% |
| Admin fee / account holder | $7,008 | $5,420+29.3% | $9,243-24.2% | $4,645+50.9% |