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 | $108,825-54.2% | $156,181-68.1% | $82,448-39.6% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 23.05% | 20.59%+2.5pp | 64.87%-41.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $6,273 | $2,870+118.6% | $4,294+46.1% | $2,551+145.9% |
| Participant deferral / active EE | $11,042 | $4,577+141.2% | $6,132+80.1% | $4,139+166.8% |
| Admin fee / account holder | $1,504 | $9,341-83.9% | $14,586-89.7% | $7,234-79.2% |