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 | $53,779 | $83,477-35.6% | $125,175-57.0% | $72,985-26.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.84% | 25.78%+1.1pp | 43.79%-17.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $3,914 | $2,345+66.9% | $3,865+1.3% | $2,440+60.4% |
| Participant deferral / active EE | $8,937 | $3,585+149.3% | $4,937+81.0% | $3,607+147.7% |
| Admin fee / account holder | $992 | $5,517-82.0% | $9,702-89.8% | $5,124-80.6% |