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 | $49,038 | $85,766-42.8% | $136,294-64.0% | $70,131-30.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 31.77% | 31.45%+0.3pp | 5155.94%-5124.2pp | 73.14%-41.4pp |
| Employer contribution / active EE | $2,637 | $2,966-11.1% | $4,695-43.8% | $2,342+12.6% |
| Participant deferral / active EE | $4,985 | $5,051-1.3% | $6,247-20.2% | $3,332+49.6% |
| Admin fee / account holder | $319 | $5,420-94.1% | $9,243-96.6% | $4,645-93.1% |