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 | $54,804 | $83,477-34.3% | $125,175-56.2% | $72,985-24.9% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 26.04% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,449 | $2,345+4.4% | $3,865-36.7% | $2,440+0.4% |
| Participant deferral / active EE | $6,656 | $3,585+85.7% | $4,937+34.8% | $3,607+84.5% |
| Admin fee / account holder | $717 | $5,517-87.0% | $9,702-92.6% | $5,124-86.0% |