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 | $75,475 | $117,381-35.7% | $99,443-24.1% | $152,861-50.6% |
| Participation rate | 78.9% | 77.5%+1.4pp | 73.8%+5.1pp | 82.4%-3.5pp |
| Annual return | 20.02% | 31.87%-11.8pp | 30.72%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,046 | $3,013-32.1% | $2,540-19.5% | $4,762-57.0% |
| Participant deferral / active EE | $4,925 | $4,086+20.5% | $3,619+36.1% | $5,850-15.8% |
| Admin fee / account holder | $2,545 | $7,631-66.7% | $6,250-59.3% | $11,596-78.1% |