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 | $54,828 | $100,041-45.2% | $149,718-63.4% | $70,131-21.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.62% | 27.43%-7.8pp | 1501.63%-1482.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,764 | $3,662-51.8% | $5,445-67.6% | $2,342-24.7% |
| Participant deferral / active EE | $5,572 | $4,983+11.8% | $6,569-15.2% | $3,332+67.2% |
| Admin fee / account holder | $1,304 | $8,286-84.3% | $11,283-88.4% | $4,645-71.9% |