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 | $23,642 | $85,766-72.4% | $136,294-82.7% | $70,131-66.3% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 25.30% | 31.45%-6.2pp | 5155.94%-5130.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $3,404 | $2,966+14.8% | $4,695-27.5% | $2,342+45.3% |
| Participant deferral / active EE | $6,231 | $5,051+23.4% | $6,247-0.3% | $3,332+87.0% |
| Admin fee / account holder | $2,358 | $5,420-56.5% | $9,243-74.5% | $4,645-49.2% |