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 | $27,207 | $85,766-68.3% | $136,294-80.0% | $70,131-61.2% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 26.44% | 31.45%-5.0pp | 5155.94%-5129.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $4,148 | $2,966+39.9% | $4,695-11.7% | $2,342+77.1% |
| Participant deferral / active EE | $18,003 | $5,051+256.4% | $6,247+188.2% | $3,332+440.3% |
| Admin fee / account holder | $986 | $5,420-81.8% | $9,243-89.3% | $4,645-78.8% |