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 | $33,273 | $85,766-61.2% | $136,294-75.6% | $70,131-52.6% |
| Participation rate | 84.9% | 74.2%+10.8pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 23.96% | 31.45%-7.5pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,249 | $2,966-57.9% | $4,695-73.4% | $2,342-46.7% |
| Participant deferral / active EE | $4,070 | $5,051-19.4% | $6,247-34.8% | $3,332+22.2% |
| Admin fee / account holder | $9,987 | $5,420+84.3% | $9,243+8.0% | $4,645+115.0% |