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 | $53,255 | $85,766-37.9% | $136,294-60.9% | $70,131-24.1% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 17.19% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,355 | $2,966+46.8% | $4,695-7.3% | $2,342+85.9% |
| Participant deferral / active EE | $9,386 | $5,051+85.8% | $6,247+50.2% | $3,332+181.7% |
| Admin fee / account holder | $4,465 | $5,420-17.6% | $9,243-51.7% | $4,645-3.9% |