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 | $37,721 | $78,705-52.1% | $117,854-68.0% | $70,131-46.2% |
| Participation rate | 75.5% | 73.2%+2.3pp | 79.7%-4.2pp | 69.5%+5.9pp |
| Annual return | 31.15% | 23.30%+7.8pp | 335.08%-303.9pp | 73.14%-42.0pp |
| Employer contribution / active EE | $3,804 | $2,223+71.1% | $3,786+0.5% | $2,342+62.4% |
| Participant deferral / active EE | $7,591 | $3,297+130.2% | $4,482+69.4% | $3,332+127.9% |
| Admin fee / account holder | $1,333 | $5,065-73.7% | $8,020-83.4% | $4,645-71.3% |