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 | $35,596 | $106,749-66.7% | $145,433-75.5% | $82,448-56.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 31.02% | 27.59%+3.4pp | 66.58%-35.6pp | 41.64%-10.6pp |
| Employer contribution / active EE | $2,338 | $3,444-32.1% | $4,554-48.7% | $2,551-8.3% |
| Participant deferral / active EE | $5,413 | $6,519-17.0% | $7,897-31.5% | $4,139+30.8% |
| Admin fee / account holder | $3,797 | $8,390-54.7% | $13,129-71.1% | $7,234-47.5% |