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 | $45,439 | $84,233-46.1% | $170,442-73.3% | $70,131-35.2% |
| Participation rate | 81.3% | 70.8%+10.4pp | 83.6%-2.3pp | 69.5%+11.7pp |
| Annual return | 24.42% | 23.06%+1.4pp | 205.93%-181.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,974 | $3,387-41.7% | $5,433-63.7% | $2,342-15.7% |
| Participant deferral / active EE | $5,529 | $3,086+79.2% | $4,939+11.9% | $3,332+65.9% |
| Admin fee / account holder | $618 | $5,698-89.1% | $13,880-95.5% | $4,645-86.7% |