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 | $36,076 | $135,952-73.5% | $123,892-70.9% | $273,961-86.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 12.25% | 56.63%-44.4pp | 47.52%-35.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,470 | $5,170-52.2% | $4,617-46.5% | $4,869-49.3% |
| Participant deferral / active EE | $6,607 | $6,343+4.2% | $5,984+10.4% | $5,287+25.0% |
| Admin fee / account holder | $849 | $9,817-91.4% | $8,357-89.8% | $10,132-91.6% |