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 | $25,067 | $85,766-70.8% | $136,294-81.6% | $70,131-64.3% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 23.58% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $2,859 | $2,966-3.6% | $4,695-39.1% | $2,342+22.0% |
| Participant deferral / active EE | $3,971 | $5,051-21.4% | $6,247-36.4% | $3,332+19.2% |
| Admin fee / account holder | $1,344 | $5,420-75.2% | $9,243-85.5% | $4,645-71.1% |