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 | $54,805 | $132,239-58.6% | $105,722-48.2% | $273,961-80.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.19% | 10.07%-5.9pp | 12.25%-8.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $15,533 | $4,867+219.2% | $4,079+280.8% | $4,869+219.0% |
| Participant deferral / active EE | $12,154 | $6,233+95.0% | $5,326+128.2% | $5,287+129.9% |
| Admin fee / account holder | $26,305 | $12,032+118.6% | $8,308+216.6% | $10,132+159.6% |