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 | $46,230 | $85,766-46.1% | $136,294-66.1% | $70,131-34.1% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 20.62% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,604 | $2,966-12.2% | $4,695-44.5% | $2,342+11.2% |
| Participant deferral / active EE | $6,420 | $5,051+27.1% | $6,247+2.8% | $3,332+92.7% |
| Admin fee / account holder | $1,765 | $5,420-67.4% | $9,243-80.9% | $4,645-62.0% |