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 | $25,928 | $85,766-69.8% | $136,294-81.0% | $70,131-63.0% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 31.72% | 31.45%+0.3pp | 5155.94%-5124.2pp | 73.14%-41.4pp |
| Employer contribution / active EE | $3,691 | $2,966+24.4% | $4,695-21.4% | $2,342+57.6% |
| Participant deferral / active EE | $7,909 | $5,051+56.6% | $6,247+26.6% | $3,332+137.4% |
| Admin fee / account holder | $3,012 | $5,420-44.4% | $9,243-67.4% | $4,645-35.2% |