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 | $58,021 | $91,552-36.6% | $133,956-56.7% | $79,858-27.3% |
| Participation rate | 75.5% | 73.3%+2.2pp | 79.8%-4.3pp | 69.6%+5.9pp |
| Annual return | 20.39% | 61.85%-41.5pp | 45.09%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $3,445 | $2,384+44.5% | $3,919-12.1% | $2,471+39.4% |
| Participant deferral / active EE | $2,527 | $3,733-32.3% | $5,048-49.9% | $3,740-32.4% |
| Admin fee / account holder | $1,319 | $6,321-79.1% | $8,927-85.2% | $5,306-75.1% |