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 | $69,121 | $98,750-30.0% | $149,696-53.8% | $79,858-13.4% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.5%-1.6pp | 69.6%+11.2pp |
| Annual return | 34.28% | 27.43%+6.8pp | 276.60%-242.3pp | 31.71%+2.6pp |
| Employer contribution / active EE | $3,888 | $3,216+20.9% | $4,644-16.3% | $2,471+57.4% |
| Participant deferral / active EE | $8,856 | $5,680+55.9% | $6,842+29.4% | $3,740+136.8% |
| Admin fee / account holder | $4,410 | $6,053-27.1% | $9,309-52.6% | $5,306-16.9% |