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 | $50,779 | $78,705-35.5% | $117,854-56.9% | $70,131-27.6% |
| Participation rate | 76.5% | 73.2%+3.3pp | 79.7%-3.2pp | 69.5%+6.9pp |
| Annual return | 20.70% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,752 | $2,223+23.8% | $3,786-27.3% | $2,342+17.5% |
| Participant deferral / active EE | $5,062 | $3,297+53.5% | $4,482+12.9% | $3,332+51.9% |
| Admin fee / account holder | $4,943 | $5,065-2.4% | $8,020-38.4% | $4,645+6.4% |