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 | $44,952 | $85,766-47.6% | $136,294-67.0% | $70,131-35.9% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 17.93% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,803 | $2,966+28.2% | $4,695-19.0% | $2,342+62.4% |
| Participant deferral / active EE | $3,342 | $5,051-33.8% | $6,247-46.5% | $3,332+0.3% |
| Admin fee / account holder | $1,310 | $5,420-75.8% | $9,243-85.8% | $4,645-71.8% |