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 | $32,339 | $85,766-62.3% | $136,294-76.3% | $70,131-53.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.37% | 31.45%-8.1pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,378 | $2,966-19.8% | $4,695-49.4% | $2,342+1.5% |
| Participant deferral / active EE | $6,858 | $5,051+35.8% | $6,247+9.8% | $3,332+105.8% |
| Admin fee / account holder | $3,873 | $5,420-28.5% | $9,243-58.1% | $4,645-16.6% |