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 | $55,567 | $85,766-35.2% | $136,294-59.2% | $70,131-20.8% |
| Participation rate | 82.9% | 74.2%+8.7pp | 81.9%+0.9pp | 69.5%+13.3pp |
| Annual return | 18.92% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,833 | $2,966-38.2% | $4,695-61.0% | $2,342-21.7% |
| Participant deferral / active EE | $5,773 | $5,051+14.3% | $6,247-7.6% | $3,332+73.3% |
| Admin fee / account holder | $1,043 | $5,420-80.8% | $9,243-88.7% | $4,645-77.5% |