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 | $39,107 | $76,552-48.9% | $123,892-68.4% | $62,891-37.8% |
| Participation rate | 76.7% | 73.0%+3.7pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 46.61% | 18.68%+27.9pp | 47.52%-0.9pp | 20.14%+26.5pp |
| Employer contribution / active EE | $3,970 | $2,883+37.7% | $4,617-14.0% | $2,281+74.1% |
| Participant deferral / active EE | $9,131 | $4,840+88.7% | $5,984+52.6% | $3,203+185.1% |
| Admin fee / account holder | $1,513 | $4,826-68.7% | $8,357-81.9% | $4,296-64.8% |