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 5-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 | $9,681 | $85,022-88.6% | $70,515-86.3% | $139,434-93.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 33.23% | 30.38%+2.8pp | 32.77%+0.5pp | 372.94%-339.7pp |
| Employer contribution / active EE | $4,172 | $3,909+6.7% | $2,973+40.3% | $4,751-12.2% |
| Participant deferral / active EE | $3,142 | $5,890-46.7% | $4,567-31.2% | $6,710-53.2% |
| Admin fee / account holder | $1,072 | $8,906-88.0% | $6,412-83.3% | $11,403-90.6% |