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 | $76,384 | $85,766-10.9% | $136,294-44.0% | $70,131+8.9% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 17.58% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,645 | $2,966-10.8% | $4,695-43.7% | $2,342+12.9% |
| Participant deferral / active EE | $5,235 | $5,051+3.6% | $6,247-16.2% | $3,332+57.1% |
| Admin fee / account holder | $1,719 | $5,420-68.3% | $9,243-81.4% | $4,645-63.0% |