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 | $41,783 | $74,927-44.2% | $101,794-59.0% | $84,808-50.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.40% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,006 | $1,522+31.8% | $2,289-12.4% | $2,631-23.8% |
| Participant deferral / active EE | $2,639 | $3,099-14.9% | $4,084-35.4% | $4,212-37.3% |
| Admin fee / account holder | $932 | $6,514-85.7% | $8,777-89.4% | $7,344-87.3% |