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 | $53,083 | $135,952-61.0% | $123,892-57.2% | $273,961-80.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.75% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $8,498 | $5,170+64.4% | $4,617+84.1% | $4,869+74.5% |
| Participant deferral / active EE | $9,112 | $6,343+43.7% | $5,984+52.3% | $5,287+72.3% |
| Admin fee / account holder | $1,098 | $9,817-88.8% | $8,357-86.9% | $10,132-89.2% |