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 | $39,729 | $85,766-53.7% | $136,294-70.9% | $70,131-43.3% |
| Participation rate | 85.3% | 74.2%+11.1pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 28.50% | 31.45%-3.0pp | 5155.94%-5127.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $2,748 | $2,966-7.3% | $4,695-41.5% | $2,342+17.3% |
| Participant deferral / active EE | $5,657 | $5,051+12.0% | $6,247-9.5% | $3,332+69.8% |
| Admin fee / account holder | $327 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |