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 | $49,010 | $125,758-61.0% | $169,993-71.2% | $75,163-34.8% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 16.34% | 27.20%-10.9pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,981 | $4,615-13.7% | $6,785-41.3% | $2,670+49.1% |
| Participant deferral / active EE | $8,254 | $6,837+20.7% | $10,408-20.7% | $4,125+100.1% |
| Admin fee / account holder | $1,426 | $8,173-82.6% | $12,815-88.9% | $5,651-74.8% |