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 | $49,875 | $94,625-47.3% | $116,228-57.1% | $84,808-41.2% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 14.36% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,221 | $2,347+37.3% | $2,994+7.6% | $2,631+22.4% |
| Participant deferral / active EE | $4,984 | $3,972+25.5% | $4,953+0.6% | $4,212+18.4% |
| Admin fee / account holder | $509 | $10,091-95.0% | $11,989-95.8% | $7,344-93.1% |