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 | $52,413 | $72,012-27.2% | $185,823-71.8% | $79,858-34.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.98% | 23.12%-6.1pp | 35.95%-19.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,480 | $1,965+178.9% | $4,087+34.1% | $2,471+121.8% |
| Participant deferral / active EE | $3,715 | $3,779-1.7% | $5,632-34.0% | $3,740-0.7% |
| Admin fee / account holder | $1,708 | $4,513-62.1% | $9,500-82.0% | $5,306-67.8% |