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 | $65,088 | $85,766-24.1% | $136,294-52.2% | $70,131-7.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 29.31% | 31.45%-2.1pp | 5155.94%-5126.6pp | 73.14%-43.8pp |
| Employer contribution / active EE | $2,139 | $2,966-27.9% | $4,695-54.4% | $2,342-8.7% |
| Participant deferral / active EE | $4,839 | $5,051-4.2% | $6,247-22.5% | $3,332+45.2% |
| Admin fee / account holder | $1,162 | $5,420-78.6% | $9,243-87.4% | $4,645-75.0% |