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 | $51,637 | $135,952-62.0% | $123,892-58.3% | $273,961-81.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 10.03% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,265 | $5,170-36.9% | $4,617-29.3% | $4,869-32.9% |
| Participant deferral / active EE | $7,344 | $6,343+15.8% | $5,984+22.7% | $5,287+38.9% |
| Admin fee / account holder | $11,660 | $9,817+18.8% | $8,357+39.5% | $10,132+15.1% |