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 | $44,549 | $70,428-36.7% | $96,562-53.9% | $85,850-48.1% |
| Participation rate | 79.1% | 61.8%+17.3pp | 69.8%+9.3pp | 69.3%+9.8pp |
| Annual return | 17.00% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,035 | $1,413+44.0% | $2,356-13.6% | $2,565-20.7% |
| Participant deferral / active EE | $1,675 | $2,894-42.1% | $3,849-56.5% | $3,952-57.6% |
| Admin fee / account holder | $5,748 | $4,997+15.0% | $6,181-7.0% | $6,260-8.2% |