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 | $70,171 | $81,446-13.8% | $103,374-32.1% | $80,874-13.2% |
| Participation rate | 93.9% | 66.9%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 30.62% | 25.57%+5.1pp | 24.89%+5.7pp | 35.62%-5.0pp |
| Employer contribution / active EE | $6,421 | $3,107+106.6% | $3,869+65.9% | $2,756+133.0% |
| Participant deferral / active EE | $12,428 | $3,870+221.1% | $5,058+145.7% | $4,297+189.2% |
| Admin fee / account holder | $562 | $6,715-91.6% | $8,394-93.3% | $6,935-91.9% |