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 | $51,967 | $59,839-13.2% | $81,983-36.6% | $79,858-34.9% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.2%+16.5pp | 69.6%+16.1pp |
| Annual return | 20.15% | 17.56%+2.6pp | 41.31%-21.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,504 | $1,713+104.5% | $2,498+40.3% | $2,471+41.8% |
| Participant deferral / active EE | $6,581 | $2,695+144.2% | $3,722+76.8% | $3,740+75.9% |
| Admin fee / account holder | $367 | $4,287-91.4% | $5,664-93.5% | $5,306-93.1% |