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 | $46,856 | $76,407-38.7% | $150,298-68.8% | $82,448-43.2% |
| Participation rate | 80.5% | 66.4%+14.1pp | 77.8%+2.7pp | 68.1%+12.4pp |
| Annual return | 14.92% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,570 | $2,614+36.6% | $4,154-14.1% | $2,551+39.9% |
| Participant deferral / active EE | $3,275 | $3,214+1.9% | $5,453-39.9% | $4,139-20.9% |
| Admin fee / account holder | $2,384 | $6,352-62.5% | $14,116-83.1% | $7,234-67.0% |