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 | $58,132 | $85,022-31.6% | $70,515-17.6% | $139,434-58.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 18.27% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,728 | $3,909-4.6% | $2,973+25.4% | $4,751-21.5% |
| Participant deferral / active EE | $7,240 | $5,890+22.9% | $4,567+58.5% | $6,710+7.9% |
| Admin fee / account holder | $11,907 | $8,906+33.7% | $6,412+85.7% | $11,403+4.4% |