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 | $61,460 | $72,012-14.7% | $185,823-66.9% | $79,858-23.0% |
| Participation rate | 73.0% | 65.8%+7.3pp | 78.0%-5.0pp | 69.6%+3.4pp |
| Annual return | 43.00% | 23.12%+19.9pp | 35.95%+7.0pp | 31.71%+11.3pp |
| Employer contribution / active EE | $5,139 | $1,965+161.6% | $4,087+25.7% | $2,471+108.0% |
| Participant deferral / active EE | $7,578 | $3,779+100.6% | $5,632+34.6% | $3,740+102.6% |
| Admin fee / account holder | $407 | $4,513-91.0% | $9,500-95.7% | $5,306-92.3% |