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 | $41,563 | $110,257-62.3% | $96,544-56.9% | $139,434-70.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.23% | 26.32%-2.1pp | 25.84%-1.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $6,472 | $3,620+78.8% | $2,965+118.3% | $4,751+36.2% |
| Participant deferral / active EE | $8,168 | $5,548+47.2% | $4,851+68.4% | $6,710+21.7% |
| Admin fee / account holder | $10,763 | $11,591-7.1% | $8,252+30.4% | $11,403-5.6% |