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 | $31,030 | $81,248-61.8% | $155,509-80.0% | $80,856-61.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.60% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,997 | $3,100-35.6% | $4,672-57.3% | $2,755-27.5% |
| Participant deferral / active EE | $5,498 | $3,452+59.3% | $5,626-2.3% | $4,296+28.0% |
| Admin fee / account holder | $743 | $7,997-90.7% | $15,912-95.3% | $6,918-89.3% |