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 | $36,727 | $45,073-18.5% | $69,455-47.1% | $72,985-49.7% |
| Participation rate | 74.2% | 68.5%+5.7pp | 74.6%-0.4pp | 69.5%+4.7pp |
| Annual return | 37.49% | 22.65%+14.8pp | 28.97%+8.5pp | 81.00%-43.5pp |
| Employer contribution / active EE | $2,116 | $2,054+3.0% | $2,779-23.9% | $2,440-13.3% |
| Participant deferral / active EE | $6,202 | $2,602+138.4% | $3,535+75.4% | $3,607+71.9% |
| Admin fee / account holder | $6,494 | $3,056+112.5% | $3,839+69.1% | $5,124+26.7% |