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 | $31,662 | $85,766-63.1% | $136,294-76.8% | $70,131-54.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 22.69% | 31.45%-8.8pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,312 | $2,966-55.8% | $4,695-72.1% | $2,342-44.0% |
| Participant deferral / active EE | $2,869 | $5,051-43.2% | $6,247-54.1% | $3,332-13.9% |
| Admin fee / account holder | $340 | $5,420-93.7% | $9,243-96.3% | $4,645-92.7% |