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 | $27,218 | $85,766-68.3% | $136,294-80.0% | $70,131-61.2% |
| Participation rate | 93.0% | 74.2%+18.8pp | 81.9%+11.1pp | 69.5%+23.4pp |
| Annual return | 23.69% | 31.45%-7.8pp | 5155.94%-5132.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $2,261 | $2,966-23.8% | $4,695-51.8% | $2,342-3.5% |
| Participant deferral / active EE | $3,492 | $5,051-30.9% | $6,247-44.1% | $3,332+4.8% |
| Admin fee / account holder | $728 | $5,420-86.6% | $9,243-92.1% | $4,645-84.3% |