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 | $25,799 | $73,787-65.0% | $98,716-73.9% | $82,448-68.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.12% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,233 | $1,511+47.8% | $2,279-2.0% | $2,551-12.5% |
| Participant deferral / active EE | $4,918 | $3,081+59.6% | $4,048+21.5% | $4,139+18.8% |
| Admin fee / account holder | $1,906 | $6,500-70.7% | $8,703-78.1% | $7,234-73.7% |