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 | $76,169 | $135,952-44.0% | $123,892-38.5% | $273,961-72.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 51.42% | 56.63%-5.2pp | 47.52%+3.9pp | 41.45%+10.0pp |
| Employer contribution / active EE | $2,722 | $5,170-47.4% | $4,617-41.1% | $4,869-44.1% |
| Participant deferral / active EE | $10,486 | $6,343+65.3% | $5,984+75.2% | $5,287+98.3% |
| Admin fee / account holder | $1,122 | $9,817-88.6% | $8,357-86.6% | $10,132-88.9% |