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 | $55,758 | $72,277-22.9% | $101,248-44.9% | $79,858-30.2% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 34.54% | 22.30%+12.2pp | 46.47%-11.9pp | 31.71%+2.8pp |
| Employer contribution / active EE | $4,196 | $2,692+55.9% | $3,660+14.7% | $2,471+69.8% |
| Participant deferral / active EE | $2,555 | $3,282-22.2% | $4,370-41.5% | $3,740-31.7% |
| Admin fee / account holder | $1,936 | $4,400-56.0% | $5,945-67.4% | $5,306-63.5% |