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 | $34,550 | $85,766-59.7% | $136,294-74.7% | $70,131-50.7% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 25.11% | 31.45%-6.3pp | 5155.94%-5130.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $2,717 | $2,966-8.4% | $4,695-42.1% | $2,342+16.0% |
| Participant deferral / active EE | $6,045 | $5,051+19.7% | $6,247-3.2% | $3,332+81.4% |
| Admin fee / account holder | $1,134 | $5,420-79.1% | $9,243-87.7% | $4,645-75.6% |