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 | $53,811 | $98,750-45.5% | $149,696-64.1% | $79,858-32.6% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 29.45% | 27.43%+2.0pp | 276.60%-247.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $2,868 | $3,216-10.8% | $4,644-38.2% | $2,471+16.1% |
| Participant deferral / active EE | $5,247 | $5,680-7.6% | $6,842-23.3% | $3,740+40.3% |
| Admin fee / account holder | $304 | $6,053-95.0% | $9,309-96.7% | $5,306-94.3% |