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 | $63,941 | $85,202-25.0% | $172,739-63.0% | $72,985-12.4% |
| Participation rate | 87.2% | 70.1%+17.1pp | 82.6%+4.5pp | 69.5%+17.7pp |
| Annual return | 24.35% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,934 | $3,324-41.8% | $5,143-62.4% | $2,440-20.7% |
| Participant deferral / active EE | $3,041 | $3,260-6.7% | $5,198-41.5% | $3,607-15.7% |
| Admin fee / account holder | $1,421 | $5,884-75.8% | $13,954-89.8% | $5,124-72.3% |