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 | $55,143 | $85,766-35.7% | $136,294-59.5% | $70,131-21.4% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 20.36% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,890 | $2,966-36.3% | $4,695-59.8% | $2,342-19.3% |
| Participant deferral / active EE | $10,816 | $5,051+114.1% | $6,247+73.1% | $3,332+224.6% |
| Admin fee / account holder | $2,826 | $5,420-47.9% | $9,243-69.4% | $4,645-39.2% |