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 | $29,434 | $65,365-55.0% | $92,893-68.3% | $72,985-59.7% |
| Participation rate | 72.5% | 68.3%+4.2pp | 76.0%-3.5pp | 69.5%+3.0pp |
| Annual return | 29.72% | 42.10%-12.4pp | 109.41%-79.7pp | 81.00%-51.3pp |
| Employer contribution / active EE | $2,470 | $2,594-4.8% | $3,653-32.4% | $2,440+1.3% |
| Participant deferral / active EE | $5,247 | $3,128+67.7% | $4,236+23.9% | $3,607+45.4% |
| Admin fee / account holder | $479 | $4,251-88.7% | $5,794-91.7% | $5,124-90.7% |