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 | $40,413 | $98,750-59.1% | $149,696-73.0% | $79,858-49.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 17.86% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $797 | $3,216-75.2% | $4,644-82.8% | $2,471-67.8% |
| Participant deferral / active EE | $7,775 | $5,680+36.9% | $6,842+13.6% | $3,740+107.9% |
| Admin fee / account holder | $1,519 | $6,053-74.9% | $9,309-83.7% | $5,306-71.4% |