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 | $60,264 | $45,073+33.7% | $69,455-13.2% | $72,985-17.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.77% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,323 | $2,054-35.6% | $2,779-52.4% | $2,440-45.8% |
| Participant deferral / active EE | $4,745 | $2,602+82.4% | $3,535+34.2% | $3,607+31.5% |
| Admin fee / account holder | $4,253 | $3,056+39.2% | $3,839+10.8% | $5,124-17.0% |