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 | $49,879 | $89,355-44.2% | $141,162-64.7% | $72,985-31.7% |
| Participation rate | 77.3% | 75.1%+2.2pp | 82.5%-5.2pp | 69.5%+7.8pp |
| Annual return | 27.10% | 111.85%-84.8pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,329 | $3,114-25.2% | $4,735-50.8% | $2,440-4.5% |
| Participant deferral / active EE | $5,050 | $5,418-6.8% | $6,709-24.7% | $3,607+40.0% |
| Admin fee / account holder | $657 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |