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 | $49,797 | $109,413-54.5% | $156,263-68.1% | $84,808-41.3% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 23.05% | 20.18%+2.9pp | 59.47%-36.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $6,273 | $2,907+115.8% | $4,333+44.8% | $2,631+138.4% |
| Participant deferral / active EE | $11,042 | $4,590+140.6% | $6,158+79.3% | $4,212+162.2% |
| Admin fee / account holder | $1,504 | $9,357-83.9% | $14,255-89.4% | $7,344-79.5% |