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 | $62,866 | $85,766-26.7% | $136,294-53.9% | $70,131-10.4% |
| Participation rate | 74.4% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 27.59% | 31.45%-3.9pp | 5155.94%-5128.3pp | 73.14%-45.5pp |
| Employer contribution / active EE | $3,357 | $2,966+13.2% | $4,695-28.5% | $2,342+43.3% |
| Participant deferral / active EE | $8,185 | $5,051+62.0% | $6,247+31.0% | $3,332+145.7% |
| Admin fee / account holder | $703 | $5,420-87.0% | $9,243-92.4% | $4,645-84.9% |