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 | $50,213 | $70,475-28.8% | $100,516-50.0% | $79,858-37.1% |
| Participation rate | 70.6% | 73.7%-3.1pp | 79.4%-8.8pp | 69.6%+1.0pp |
| Annual return | 54.86% | 21.90%+33.0pp | 30.89%+24.0pp | 31.71%+23.1pp |
| Employer contribution / active EE | $3,228 | $2,165+49.1% | $3,418-5.5% | $2,471+30.6% |
| Participant deferral / active EE | $8,074 | $5,181+55.8% | $6,270+28.8% | $3,740+115.9% |
| Admin fee / account holder | $2,243 | $4,478-49.9% | $8,081-72.2% | $5,306-57.7% |