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 | $32,210 | $93,571-65.6% | $135,903-76.3% | $75,163-57.1% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 41.46% | 30.90%+10.6pp | 68.23%-26.8pp | 160.62%-119.2pp |
| Employer contribution / active EE | $3,053 | $3,537-13.7% | $4,856-37.1% | $2,670+14.4% |
| Participant deferral / active EE | $6,860 | $6,404+7.1% | $7,758-11.6% | $4,125+66.3% |
| Admin fee / account holder | $4,575 | $6,975-34.4% | $10,762-57.5% | $5,651-19.0% |