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 | $49,557 | $209,336-76.3% | $197,124-74.9% | $137,256-63.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.47% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,895 | $6,591-71.2% | $6,227-69.6% | $4,156-54.4% |
| Participant deferral / active EE | $6,041 | $9,614-37.2% | $9,135-33.9% | $6,407-5.7% |
| Admin fee / account holder | $1,377 | $17,308-92.0% | $16,298-91.6% | $12,270-88.8% |