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 | $58,723 | $85,766-31.5% | $136,294-56.9% | $70,131-16.3% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.2pp | 69.5%+2.2pp |
| Annual return | 22.07% | 31.45%-9.4pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,617 | $2,966-11.8% | $4,695-44.3% | $2,342+11.7% |
| Participant deferral / active EE | $5,472 | $5,051+8.3% | $6,247-12.4% | $3,332+64.2% |
| Admin fee / account holder | $870 | $5,420-84.0% | $9,243-90.6% | $4,645-81.3% |