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 9-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 | $42,661 | $58,577-27.2% | $83,333-48.8% | $64,186-33.5% |
| Participation rate | 87.2% | 72.0%+15.2pp | 77.8%+9.5pp | 69.6%+17.7pp |
| Annual return | 19.25% | 9.65%+9.6pp | 10.63%+8.6pp | 7.63%+11.6pp |
| Employer contribution / active EE | $5,176 | $2,098+146.7% | $3,379+53.2% | $2,381+117.4% |
| Participant deferral / active EE | $12,093 | $4,654+159.9% | $5,565+117.3% | $3,470+248.6% |
| Admin fee / account holder | $945 | $9,275-89.8% | $7,510-87.4% | $4,888-80.7% |