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 | $25,824 | $118,427-78.2% | $66,042-60.9% | $142,382-81.9% |
| Participation rate | 95.7% | 68.1%+27.5pp | 67.5%+28.1pp | 80.1%+15.5pp |
| Annual return | 18.75% | 35.57%-16.8pp | 52.11%-33.4pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,423 | $2,570-5.7% | $1,579+53.4% | $4,299-43.6% |
| Participant deferral / active EE | $4,444 | $4,311+3.1% | $2,835+56.7% | $6,507-31.7% |
| Admin fee / account holder | $2,754 | $9,593-71.3% | $5,747-52.1% | $12,624-78.2% |