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 | $62,983 | $85,766-26.6% | $136,294-53.8% | $70,131-10.2% |
| Participation rate | 82.9% | 74.2%+8.8pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 19.97% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,101 | $2,966-62.9% | $4,695-76.6% | $2,342-53.0% |
| Participant deferral / active EE | $3,354 | $5,051-33.6% | $6,247-46.3% | $3,332+0.7% |
| Admin fee / account holder | $5,214 | $5,420-3.8% | $9,243-43.6% | $4,645+12.2% |