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 | $29,841 | $85,766-65.2% | $136,294-78.1% | $70,131-57.5% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 26.09% | 31.45%-5.4pp | 5155.94%-5129.9pp | 73.14%-47.1pp |
| Employer contribution / active EE | $3,479 | $2,966+17.3% | $4,695-25.9% | $2,342+48.5% |
| Participant deferral / active EE | $8,763 | $5,051+73.5% | $6,247+40.3% | $3,332+163.0% |
| Admin fee / account holder | $1,083 | $5,420-80.0% | $9,243-88.3% | $4,645-76.7% |