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 | $61,460 | $76,000-19.1% | $154,107-60.1% | $64,186-4.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | 6.21% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $3,141 | $3,351-6.3% | $5,298-40.7% | $2,381+31.9% |
| Participant deferral / active EE | $1,483 | $3,175-53.3% | $5,081-70.8% | $3,470-57.3% |
| Admin fee / account holder | $5,142 | $5,596-8.1% | $13,411-61.7% | $4,888+5.2% |