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 | $79,268 | $109,881-27.9% | $150,045-47.2% | $84,808-6.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.72% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,833 | $3,561-20.4% | $4,693-39.6% | $2,631+7.7% |
| Participant deferral / active EE | $6,802 | $6,636+2.5% | $7,997-14.9% | $4,212+61.5% |
| Admin fee / account holder | $4,535 | $8,568-47.1% | $13,435-66.2% | $7,344-38.2% |