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 | $37,363 | $86,929-57.0% | $102,423-63.5% | $80,856-53.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.42% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,874 | $2,369+63.5% | $3,023+28.1% | $2,755+40.6% |
| Participant deferral / active EE | $9,804 | $4,118+138.0% | $5,053+94.0% | $4,296+128.2% |
| Admin fee / account holder | $2,789 | $8,049-65.3% | $9,451-70.5% | $6,918-59.7% |