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 | $51,202 | $85,766-40.3% | $136,294-62.4% | $70,131-27.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.53% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,202 | $2,966+8.0% | $4,695-31.8% | $2,342+36.7% |
| Participant deferral / active EE | $2,287 | $5,051-54.7% | $6,247-63.4% | $3,332-31.4% |
| Admin fee / account holder | $6,649 | $5,420+22.7% | $9,243-28.1% | $4,645+43.1% |