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 | $66,553 | $85,766-22.4% | $136,294-51.2% | $70,131-5.1% |
| Participation rate | 78.5% | 74.2%+4.3pp | 81.9%-3.4pp | 69.5%+8.9pp |
| Annual return | 19.72% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,093 | $2,966-29.4% | $4,695-55.4% | $2,342-10.6% |
| Participant deferral / active EE | $7,147 | $5,051+41.5% | $6,247+14.4% | $3,332+114.5% |
| Admin fee / account holder | $6,088 | $5,420+12.3% | $9,243-34.1% | $4,645+31.1% |