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 | $57,363 | $109,881-47.8% | $150,045-61.8% | $84,808-32.4% |
| Participation rate | 76.2% | 76.1%+0.1pp | 82.3%-6.1pp | 68.3%+7.9pp |
| Annual return | 22.48% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $7,523 | $3,561+111.3% | $4,693+60.3% | $2,631+185.9% |
| Participant deferral / active EE | $11,176 | $6,636+68.4% | $7,997+39.8% | $4,212+165.4% |
| Admin fee / account holder | $9,545 | $8,568+11.4% | $13,435-29.0% | $7,344+30.0% |