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 | $61,118 | $85,766-28.7% | $136,294-55.2% | $70,131-12.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 26.13% | 31.45%-5.3pp | 5155.94%-5129.8pp | 73.14%-47.0pp |
| Employer contribution / active EE | $2,115 | $2,966-28.7% | $4,695-55.0% | $2,342-9.7% |
| Participant deferral / active EE | $9,707 | $5,051+92.2% | $6,247+55.4% | $3,332+191.3% |
| Admin fee / account holder | $5,883 | $5,420+8.5% | $9,243-36.4% | $4,645+26.6% |