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 | $41,568 | $85,766-51.5% | $136,294-69.5% | $70,131-40.7% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 22.70% | 31.45%-8.8pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,526 | $2,966-14.9% | $4,695-46.2% | $2,342+7.8% |
| Participant deferral / active EE | $4,867 | $5,051-3.6% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $561 | $5,420-89.7% | $9,243-93.9% | $4,645-87.9% |