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 | $71,158 | $72,277-1.5% | $101,248-29.7% | $79,858-10.9% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 23.79% | 22.30%+1.5pp | 46.47%-22.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $7,335 | $2,692+172.5% | $3,660+100.4% | $2,471+196.9% |
| Participant deferral / active EE | $1,714 | $3,282-47.8% | $4,370-60.8% | $3,740-54.2% |
| Admin fee / account holder | $963 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |