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 | $59,962 | $85,766-30.1% | $136,294-56.0% | $70,131-14.5% |
| Participation rate | 76.1% | 74.2%+1.9pp | 81.9%-5.8pp | 69.5%+6.5pp |
| Annual return | 22.21% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,624 | $2,966-11.5% | $4,695-44.1% | $2,342+12.0% |
| Participant deferral / active EE | $5,422 | $5,051+7.3% | $6,247-13.2% | $3,332+62.7% |
| Admin fee / account holder | $3,587 | $5,420-33.8% | $9,243-61.2% | $4,645-22.8% |