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 7-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 | $33,462 | $185,822-82.0% | $169,993-80.3% | $139,434-76.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.32% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,632 | $7,590-78.5% | $6,785-75.9% | $4,751-65.6% |
| Participant deferral / active EE | $10,366 | $11,622-10.8% | $10,408-0.4% | $6,710+54.5% |
| Admin fee / account holder | $641 | $15,381-95.8% | $12,815-95.0% | $11,403-94.4% |