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 | $37,049 | $57,541-35.6% | $95,745-61.3% | $75,163-50.7% |
| Participation rate | 77.5% | 62.5%+15.0pp | 72.3%+5.2pp | 67.2%+10.3pp |
| Annual return | 17.55% | 34.93%-17.4pp | 28.35%-10.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,991 | $1,808+10.2% | $2,835-29.7% | $2,670-25.4% |
| Participant deferral / active EE | $5,049 | $3,074+64.3% | $4,245+19.0% | $4,125+22.4% |
| Admin fee / account holder | $308 | $4,099-92.5% | $5,678-94.6% | $5,651-94.5% |