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 8-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 | $81,751 | $124,281-34.2% | $109,143-25.1% | $167,490-51.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 32.92% | 26.04%+6.9pp | 25.75%+7.2pp | 478.56%-445.6pp |
| Employer contribution / active EE | $7,946 | $4,207+88.9% | $3,722+113.5% | $4,837+64.3% |
| Participant deferral / active EE | $10,960 | $5,255+108.6% | $4,653+135.5% | $6,341+72.8% |
| Admin fee / account holder | $421 | $7,970-94.7% | $6,752-93.8% | $12,309-96.6% |