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 | $50,118 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.37% | 56.63%-47.3pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,466 | $5,170-71.7% | $4,617-68.3% | $4,869-69.9% |
| Participant deferral / active EE | $2,353 | $6,343-62.9% | $5,984-60.7% | $5,287-55.5% |
| Admin fee / account holder | $1,179 | $9,817-88.0% | $8,357-85.9% | $10,132-88.4% |