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 | $45,193 | $85,766-47.3% | $136,294-66.8% | $70,131-35.6% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 17.58% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,494 | $2,966-15.9% | $4,695-46.9% | $2,342+6.5% |
| Participant deferral / active EE | $5,700 | $5,051+12.8% | $6,247-8.8% | $3,332+71.1% |
| Admin fee / account holder | $770 | $5,420-85.8% | $9,243-91.7% | $4,645-83.4% |