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 | $51,671 | $76,000-32.0% | $154,107-66.5% | $64,186-19.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | 5.57% | 30.32%-24.8pp | 735.12%-729.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $3,016 | $3,351-10.0% | $5,298-43.1% | $2,381+26.7% |
| Participant deferral / active EE | $6,718 | $3,175+111.6% | $5,081+32.2% | $3,470+93.6% |
| Admin fee / account holder | $1,719 | $5,596-69.3% | $13,411-87.2% | $4,888-64.8% |