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 3-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 | $79,393 | $106,749-25.6% | $145,433-45.4% | $82,448-3.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.65% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $4,045 | $3,444+17.4% | $4,554-11.2% | $2,551+58.6% |
| Participant deferral / active EE | $11,844 | $6,519+81.7% | $7,897+50.0% | $4,139+186.1% |
| Admin fee / account holder | $4,545 | $8,390-45.8% | $13,129-65.4% | $7,234-37.2% |