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 | $51,100 | $85,766-40.4% | $136,294-62.5% | $70,131-27.1% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 17.65% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $11,470 | $2,966+286.7% | $4,695+144.3% | $2,342+389.7% |
| Participant deferral / active EE | $5,284 | $5,051+4.6% | $6,247-15.4% | $3,332+58.6% |
| Admin fee / account holder | $2,149 | $5,420-60.3% | $9,243-76.7% | $4,645-53.7% |