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 | $42,250 | $85,766-50.7% | $136,294-69.0% | $70,131-39.8% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 17.09% | 31.45%-14.4pp | 5155.94%-5138.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $6,252 | $2,966+110.8% | $4,695+33.1% | $2,342+166.9% |
| Participant deferral / active EE | $11,668 | $5,051+131.0% | $6,247+86.8% | $3,332+250.2% |
| Admin fee / account holder | $892 | $5,420-83.5% | $9,243-90.4% | $4,645-80.8% |