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 | $63,045 | $85,202-26.0% | $172,739-63.5% | $72,985-13.6% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 23.19% | 27.32%-4.1pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,616 | $3,324+38.8% | $5,143-10.2% | $2,440+89.2% |
| Participant deferral / active EE | $2,994 | $3,260-8.2% | $5,198-42.4% | $3,607-17.0% |
| Admin fee / account holder | $1,150 | $5,884-80.5% | $13,954-91.8% | $5,124-77.6% |