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 | $38,995 | $90,503-56.9% | $78,689-50.4% | $273,961-85.8% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 7.09% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,695 | $3,176-46.6% | $2,851-40.5% | $4,869-65.2% |
| Participant deferral / active EE | $5,054 | $3,901+29.5% | $3,517+43.7% | $5,287-4.4% |
| Admin fee / account holder | $5,514 | $5,263+4.8% | $4,510+22.2% | $10,132-45.6% |