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 | $48,108 | $86,286-44.2% | $111,297-56.8% | $85,850-44.0% |
| Participation rate | 79.5% | 73.3%+6.2pp | 77.3%+2.2pp | 69.3%+10.2pp |
| Annual return | 12.75% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $983 | $2,043-51.9% | $2,731-64.0% | $2,565-61.7% |
| Participant deferral / active EE | $2,397 | $3,641-34.1% | $4,487-46.6% | $3,952-39.3% |
| Admin fee / account holder | $3,729 | $8,188-54.5% | $7,964-53.2% | $6,260-40.4% |