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 | $110,984 | $85,766+29.4% | $136,294-18.6% | $70,131+58.3% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 16.81% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,145 | $2,966-27.7% | $4,695-54.3% | $2,342-8.4% |
| Participant deferral / active EE | $4,417 | $5,051-12.6% | $6,247-29.3% | $3,332+32.6% |
| Admin fee / account holder | $2,775 | $5,420-48.8% | $9,243-70.0% | $4,645-40.3% |