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 | $61,774 | $91,552-32.5% | $133,956-53.9% | $79,858-22.6% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.8pp |
| Annual return | 15.20% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,209 | $2,384+76.6% | $3,919+7.4% | $2,471+70.3% |
| Participant deferral / active EE | $5,045 | $3,733+35.1% | $5,048-0.1% | $3,740+34.9% |
| Admin fee / account holder | $1,460 | $6,321-76.9% | $8,927-83.6% | $5,306-72.5% |