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 | $35,524 | $85,766-58.6% | $136,294-73.9% | $70,131-49.3% |
| Participation rate | 77.6% | 74.2%+3.5pp | 81.9%-4.3pp | 69.5%+8.1pp |
| Annual return | 18.36% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,615 | $2,966-45.5% | $4,695-65.6% | $2,342-31.0% |
| Participant deferral / active EE | $5,784 | $5,051+14.5% | $6,247-7.4% | $3,332+73.6% |
| Admin fee / account holder | $485 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |