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 | $52,191 | $83,477-37.5% | $125,175-58.3% | $72,985-28.5% |
| Participation rate | 73.9% | 73.3%+0.6pp | 79.8%-5.9pp | 69.5%+4.4pp |
| Annual return | 44.25% | 25.78%+18.5pp | 43.79%+0.5pp | 81.00%-36.8pp |
| Employer contribution / active EE | $2,989 | $2,345+27.4% | $3,865-22.7% | $2,440+22.5% |
| Participant deferral / active EE | $6,122 | $3,585+70.8% | $4,937+24.0% | $3,607+69.7% |
| Admin fee / account holder | $364 | $5,517-93.4% | $9,702-96.2% | $5,124-92.9% |