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 | $31,314 | $85,766-63.5% | $136,294-77.0% | $70,131-55.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.08% | 31.45%-2.4pp | 5155.94%-5126.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $6,870 | $2,966+131.6% | $4,695+46.3% | $2,342+193.3% |
| Participant deferral / active EE | $5,405 | $5,051+7.0% | $6,247-13.5% | $3,332+62.2% |
| Admin fee / account holder | $2,545 | $5,420-53.0% | $9,243-72.5% | $4,645-45.2% |