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 | $56,265 | $93,024-39.5% | $77,024-27.0% | $134,475-58.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | 39.55% | 62.60%-23.0pp | 42.32%-2.8pp | 417.96%-378.4pp |
| Employer contribution / active EE | $3,196 | $3,418-6.5% | $2,812+13.7% | $4,740-32.6% |
| Participant deferral / active EE | $6,427 | $5,238+22.7% | $4,426+45.2% | $6,400+0.4% |
| Admin fee / account holder | $6,308 | $6,944-9.2% | $5,425+16.3% | $11,426-44.8% |