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 | $52,599 | $102,245-48.6% | $89,340-41.1% | $137,256-61.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.71% | 21.89%-9.2pp | 20.57%-7.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,155 | $2,529+24.7% | $2,231+41.4% | $4,156-24.1% |
| Participant deferral / active EE | $5,153 | $4,436+16.1% | $3,823+34.8% | $6,407-19.6% |
| Admin fee / account holder | $2,055 | $8,085-74.6% | $6,704-69.4% | $12,270-83.3% |