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 | $25,495 | $46,869-45.6% | $122,332-79.2% | $70,131-63.6% |
| Participation rate | 78.9% | 58.2%+20.8pp | 71.6%+7.3pp | 69.5%+9.4pp |
| Annual return | 30.85% | 24.22%+6.6pp | 30.27%+0.6pp | 73.14%-42.3pp |
| Employer contribution / active EE | $2,783 | $1,288+116.1% | $4,050-31.3% | $2,342+18.8% |
| Participant deferral / active EE | $5,215 | $2,166+140.7% | $3,287+58.7% | $3,332+56.5% |
| Admin fee / account holder | $1,091 | $3,322-67.2% | $5,478-80.1% | $4,645-76.5% |