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 | $48,889 | $93,571-47.8% | $135,903-64.0% | $75,163-35.0% |
| Participation rate | 80.3% | 75.2%+5.1pp | 81.9%-1.6pp | 67.2%+13.1pp |
| Annual return | 32.06% | 30.90%+1.2pp | 68.23%-36.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $4,083 | $3,537+15.4% | $4,856-15.9% | $2,670+52.9% |
| Participant deferral / active EE | $8,526 | $6,404+33.1% | $7,758+9.9% | $4,125+106.7% |
| Admin fee / account holder | $1,346 | $6,975-80.7% | $10,762-87.5% | $5,651-76.2% |