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 | $60,233 | $93,571-35.6% | $135,903-55.7% | $75,163-19.9% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 32.39% | 30.90%+1.5pp | 68.23%-35.8pp | 160.62%-128.2pp |
| Employer contribution / active EE | $9,290 | $3,537+162.7% | $4,856+91.3% | $2,670+248.0% |
| Participant deferral / active EE | $13,205 | $6,404+106.2% | $7,758+70.2% | $4,125+220.1% |
| Admin fee / account holder | $12,395 | $6,975+77.7% | $10,762+15.2% | $5,651+119.3% |