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 | $51,128 | $65,395-21.8% | $182,532-72.0% | $72,985-29.9% |
| Participation rate | 73.6% | 65.4%+8.1pp | 78.0%-4.4pp | 69.5%+4.1pp |
| Annual return | 29.75% | 27.68%+2.1pp | 148.54%-118.8pp | 81.00%-51.2pp |
| Employer contribution / active EE | $6,306 | $1,911+230.0% | $4,076+54.7% | $2,440+158.5% |
| Participant deferral / active EE | $8,111 | $3,563+127.7% | $5,524+46.8% | $3,607+124.8% |
| Admin fee / account holder | $840 | $4,245-80.2% | $8,592-90.2% | $5,124-83.6% |