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 | $47,834 | $85,766-44.2% | $136,294-64.9% | $70,131-31.8% |
| Participation rate | 82.7% | 74.2%+8.5pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 16.64% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,751 | $2,966-41.0% | $4,695-62.7% | $2,342-25.3% |
| Participant deferral / active EE | $3,792 | $5,051-24.9% | $6,247-39.3% | $3,332+13.8% |
| Admin fee / account holder | $2,625 | $5,420-51.6% | $9,243-71.6% | $4,645-43.5% |