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 | $33,301 | $85,766-61.2% | $136,294-75.6% | $70,131-52.5% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 22.40% | 31.45%-9.1pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,941 | $2,966-0.9% | $4,695-37.4% | $2,342+25.5% |
| Participant deferral / active EE | $4,500 | $5,051-10.9% | $6,247-28.0% | $3,332+35.1% |
| Admin fee / account holder | $1,120 | $5,420-79.3% | $9,243-87.9% | $4,645-75.9% |