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 7-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 | $56,658 | $109,881-48.4% | $150,045-62.2% | $84,808-33.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 29.65% | 28.25%+1.4pp | 62.55%-32.9pp | 40.90%-11.2pp |
| Employer contribution / active EE | $4,620 | $3,561+29.7% | $4,693-1.5% | $2,631+75.6% |
| Participant deferral / active EE | $9,633 | $6,636+45.2% | $7,997+20.5% | $4,212+128.7% |
| Admin fee / account holder | $1,106 | $8,568-87.1% | $13,435-91.8% | $7,344-84.9% |