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 | $80,283 | $124,281-35.4% | $109,143-26.4% | $167,490-52.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 31.59% | 26.04%+5.6pp | 25.75%+5.8pp | 478.56%-447.0pp |
| Employer contribution / active EE | $4,256 | $4,207+1.2% | $3,722+14.4% | $4,837-12.0% |
| Participant deferral / active EE | $9,938 | $5,255+89.1% | $4,653+113.6% | $6,341+56.7% |
| Admin fee / account holder | $687 | $7,970-91.4% | $6,752-89.8% | $12,309-94.4% |