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 | $58,255 | $90,503-35.6% | $78,689-26.0% | $273,961-78.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 8.36% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,626 | $3,176+14.2% | $2,851+27.2% | $4,869-25.5% |
| Participant deferral / active EE | $4,724 | $3,901+21.1% | $3,517+34.3% | $5,287-10.7% |
| Admin fee / account holder | $12,193 | $5,263+131.7% | $4,510+170.3% | $10,132+20.3% |