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 | $23,725 | $85,766-72.3% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 19.79% | 31.45%-11.7pp | 5155.94%-5136.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,435 | $2,966-17.9% | $4,695-48.1% | $2,342+4.0% |
| Participant deferral / active EE | $4,946 | $5,051-2.1% | $6,247-20.8% | $3,332+48.5% |
| Admin fee / account holder | $856 | $5,420-84.2% | $9,243-90.7% | $4,645-81.6% |