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 8-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 | $52,821 | $106,749-50.5% | $145,433-63.7% | $82,448-35.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.10% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,861 | $3,444+41.1% | $4,554+6.7% | $2,551+90.5% |
| Participant deferral / active EE | $9,318 | $6,519+42.9% | $7,897+18.0% | $4,139+125.1% |
| Admin fee / account holder | $9,801 | $8,390+16.8% | $13,129-25.3% | $7,234+35.5% |