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 | $38,379 | $85,766-55.3% | $136,294-71.8% | $70,131-45.3% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 34.13% | 31.45%+2.7pp | 5155.94%-5121.8pp | 73.14%-39.0pp |
| Employer contribution / active EE | $5,928 | $2,966+99.9% | $4,695+26.3% | $2,342+153.1% |
| Participant deferral / active EE | $8,803 | $5,051+74.3% | $6,247+40.9% | $3,332+164.2% |
| Admin fee / account holder | $1,505 | $5,420-72.2% | $9,243-83.7% | $4,645-67.6% |