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 | $26,073 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 85.2% | 74.2%+11.1pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 16.45% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,328 | $2,966-55.2% | $4,695-71.7% | $2,342-43.3% |
| Participant deferral / active EE | $3,743 | $5,051-25.9% | $6,247-40.1% | $3,332+12.3% |
| Admin fee / account holder | $453 | $5,420-91.6% | $9,243-95.1% | $4,645-90.2% |