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 | $41,945 | $238,490-82.4% | $180,183-76.7% | $142,382-70.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 25.26% | 33.56%-8.3pp | 27.86%-2.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $8,805 | $6,143+43.3% | $5,039+74.7% | $4,299+104.8% |
| Participant deferral / active EE | $7,107 | $7,996-11.1% | $6,822+4.2% | $6,507+9.2% |
| Admin fee / account holder | $3,768 | $28,866-86.9% | $19,975-81.1% | $12,624-70.2% |