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 | $47,612 | $78,705-39.5% | $117,854-59.6% | $70,131-32.1% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 34.49% | 23.30%+11.2pp | 335.08%-300.6pp | 73.14%-38.6pp |
| Employer contribution / active EE | $2,863 | $2,223+28.7% | $3,786-24.4% | $2,342+22.2% |
| Participant deferral / active EE | $4,378 | $3,297+32.8% | $4,482-2.3% | $3,332+31.4% |
| Admin fee / account holder | $1,915 | $5,065-62.2% | $8,020-76.1% | $4,645-58.8% |