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 | $39,023 | $83,477-53.3% | $125,175-68.8% | $72,985-46.5% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.9pp | 69.5%+12.1pp |
| Annual return | 77.92% | 25.78%+52.1pp | 43.79%+34.1pp | 81.00%-3.1pp |
| Employer contribution / active EE | $2,521 | $2,345+7.5% | $3,865-34.8% | $2,440+3.3% |
| Participant deferral / active EE | $2,351 | $3,585-34.4% | $4,937-52.4% | $3,607-34.8% |
| Admin fee / account holder | $7,110 | $5,517+28.9% | $9,702-26.7% | $5,124+38.8% |