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 | $65,535 | $85,766-23.6% | $136,294-51.9% | $70,131-6.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.76% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,232 | $2,966+9.0% | $4,695-31.2% | $2,342+38.0% |
| Participant deferral / active EE | $10,163 | $5,051+101.2% | $6,247+62.7% | $3,332+205.0% |
| Admin fee / account holder | $822 | $5,420-84.8% | $9,243-91.1% | $4,645-82.3% |