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 | $37,663 | $85,766-56.1% | $136,294-72.4% | $70,131-46.3% |
| Participation rate | 94.0% | 74.2%+19.8pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 26.26% | 31.45%-5.2pp | 5155.94%-5129.7pp | 73.14%-46.9pp |
| Employer contribution / active EE | $4,643 | $2,966+56.5% | $4,695-1.1% | $2,342+98.2% |
| Participant deferral / active EE | $11,539 | $5,051+128.4% | $6,247+84.7% | $3,332+246.3% |
| Admin fee / account holder | $1,843 | $5,420-66.0% | $9,243-80.1% | $4,645-60.3% |