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 | $52,473 | $154,228-66.0% | $145,433-63.9% | $137,256-61.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.51% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,869 | $4,804-61.1% | $4,554-59.0% | $4,156-55.0% |
| Participant deferral / active EE | $8,351 | $8,216+1.6% | $7,897+5.7% | $6,407+30.3% |
| Admin fee / account holder | $489 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |