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 | $59,176 | $91,552-35.4% | $133,956-55.8% | $79,858-25.9% |
| Participation rate | 75.6% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,753 | $2,384-26.5% | $3,919-55.3% | $2,471-29.1% |
| Participant deferral / active EE | $3,986 | $3,733+6.8% | $5,048-21.0% | $3,740+6.6% |
| Admin fee / account holder | $684 | $6,321-89.2% | $8,927-92.3% | $5,306-87.1% |