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 | $38,438 | $85,766-55.2% | $136,294-71.8% | $70,131-45.2% |
| Participation rate | 78.3% | 74.2%+4.1pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,222 | $2,966-25.1% | $4,695-52.7% | $2,342-5.1% |
| Participant deferral / active EE | $3,417 | $5,051-32.4% | $6,247-45.3% | $3,332+2.6% |
| Admin fee / account holder | $767 | $5,420-85.8% | $9,243-91.7% | $4,645-83.5% |