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 | $30,462 | $57,016-46.6% | $84,966-64.1% | $80,856-62.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.24% | 21.66%-4.4pp | 66.38%-49.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,882 | $1,798+60.3% | $2,727+5.7% | $2,755+4.6% |
| Participant deferral / active EE | $6,709 | $3,110+115.7% | $4,519+48.4% | $4,296+56.2% |
| Admin fee / account holder | $1,142 | $4,980-77.1% | $6,149-81.4% | $6,918-83.5% |