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 | $41,787 | $85,766-51.3% | $136,294-69.3% | $70,131-40.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 30.11% | 31.45%-1.3pp | 5155.94%-5125.8pp | 73.14%-43.0pp |
| Employer contribution / active EE | $5,156 | $2,966+73.8% | $4,695+9.8% | $2,342+120.1% |
| Participant deferral / active EE | $11,468 | $5,051+127.0% | $6,247+83.6% | $3,332+244.2% |
| Admin fee / account holder | $1,274 | $5,420-76.5% | $9,243-86.2% | $4,645-72.6% |