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 | $41,260 | $91,552-54.9% | $133,956-69.2% | $79,858-48.3% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 33.33% | 61.85%-28.5pp | 45.09%-11.8pp | 31.71%+1.6pp |
| Employer contribution / active EE | $1,383 | $2,384-42.0% | $3,919-64.7% | $2,471-44.0% |
| Participant deferral / active EE | $2,272 | $3,733-39.1% | $5,048-55.0% | $3,740-39.2% |
| Admin fee / account holder | $682 | $6,321-89.2% | $8,927-92.4% | $5,306-87.1% |