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 | $68,424 | $95,803-28.6% | $113,168-39.5% | $84,808-19.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 26.73% | 25.00%+1.7pp | 24.27%+2.5pp | 40.90%-14.2pp |
| Employer contribution / active EE | $12,590 | $2,360+433.5% | $2,975+323.2% | $2,631+378.5% |
| Participant deferral / active EE | $7,465 | $4,242+76.0% | $5,107+46.2% | $4,212+77.2% |
| Admin fee / account holder | $2,224 | $8,989-75.3% | $12,068-81.6% | $7,344-69.7% |