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 | $46,473 | $86,286-46.1% | $111,297-58.2% | $85,850-45.9% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 12.91% | 19.99%-7.1pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,324 | $2,043+13.7% | $2,731-14.9% | $2,565-9.4% |
| Participant deferral / active EE | $3,812 | $3,641+4.7% | $4,487-15.0% | $3,952-3.5% |
| Admin fee / account holder | $7,783 | $8,188-4.9% | $7,964-2.3% | $6,260+24.3% |