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 | $40,994 | $99,985-59.0% | $146,665-72.0% | $85,850-52.2% |
| Participation rate | 74.6% | 73.1%+1.5pp | 80.1%-5.5pp | 69.3%+5.3pp |
| Annual return | 12.30% | 18.93%-6.6pp | 22.74%-10.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,476 | $2,559-3.2% | $4,136-40.1% | $2,565-3.5% |
| Participant deferral / active EE | $3,953 | $4,006-1.3% | $5,506-28.2% | $3,9520% |
| Admin fee / account holder | $6,052 | $7,702-21.4% | $10,280-41.1% | $6,260-3.3% |