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 | $46,264 | $77,813-40.5% | $123,544-62.6% | $64,186-27.9% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | 28.80% | 12.48%+16.3pp | 119.20%-90.4pp | 7.63%+21.2pp |
| Employer contribution / active EE | $2,513 | $3,014-16.6% | $4,628-45.7% | $2,381+5.6% |
| Participant deferral / active EE | $7,660 | $5,240+46.2% | $6,426+19.2% | $3,470+120.8% |
| Admin fee / account holder | $10,801 | $5,519+95.7% | $9,284+16.3% | $4,888+121.0% |