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 5-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 | $83,287 | $109,413-23.9% | $156,263-46.7% | $84,808-1.8% |
| Participation rate | 87.8% | 72.7%+15.1pp | 78.9%+8.9pp | 68.3%+19.5pp |
| Annual return | 39.75% | 20.18%+19.6pp | 59.47%-19.7pp | 40.90%-1.1pp |
| Employer contribution / active EE | $3,209 | $2,907+10.4% | $4,333-25.9% | $2,631+22.0% |
| Participant deferral / active EE | $12,781 | $4,590+178.5% | $6,158+107.5% | $4,212+203.5% |
| Admin fee / account holder | $8,190 | $9,357-12.5% | $14,255-42.5% | $7,344+11.5% |