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 | $61,610 | $98,750-37.6% | $149,696-58.8% | $79,858-22.9% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 24.57% | 27.43%-2.9pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,907 | $3,216-9.6% | $4,644-37.4% | $2,471+17.7% |
| Participant deferral / active EE | $5,780 | $5,680+1.8% | $6,842-15.5% | $3,740+54.6% |
| Admin fee / account holder | $1,576 | $6,053-74.0% | $9,309-83.1% | $5,306-70.3% |