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 | $70,956 | $83,477-15.0% | $125,175-43.3% | $72,985-2.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 28.96% | 25.78%+3.2pp | 43.79%-14.8pp | 81.00%-52.0pp |
| Employer contribution / active EE | $4,511 | $2,345+92.4% | $3,865+16.7% | $2,440+84.9% |
| Participant deferral / active EE | $3,454 | $3,585-3.7% | $4,937-30.0% | $3,607-4.3% |
| Admin fee / account holder | $634 | $5,517-88.5% | $9,702-93.5% | $5,124-87.6% |