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 | $25,435 | $85,766-70.3% | $136,294-81.3% | $70,131-63.7% |
| Participation rate | 88.7% | 74.2%+14.6pp | 81.9%+6.8pp | 69.5%+19.2pp |
| Annual return | 21.02% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,826 | $2,966-38.5% | $4,695-61.1% | $2,342-22.1% |
| Participant deferral / active EE | $3,031 | $5,051-40.0% | $6,247-51.5% | $3,332-9.0% |
| Admin fee / account holder | $1,297 | $5,420-76.1% | $9,243-86.0% | $4,645-72.1% |