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 | $37,356 | $91,552-59.2% | $133,956-72.1% | $79,858-53.2% |
| Participation rate | 94.9% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | 14.78% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,498 | $2,384+4.8% | $3,919-36.2% | $2,471+1.1% |
| Participant deferral / active EE | $4,933 | $3,733+32.1% | $5,048-2.3% | $3,740+31.9% |
| Admin fee / account holder | $2,220 | $6,321-64.9% | $8,927-75.1% | $5,306-58.2% |