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 6-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 | $28,003 | $53,777-47.9% | $134,143-79.1% | $79,858-64.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 25.85% | 19.01%+6.8pp | 36.33%-10.5pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,028 | $1,321-22.2% | $3,704-72.2% | $2,471-58.4% |
| Participant deferral / active EE | $5,395 | $2,420+122.9% | $3,499+54.2% | $3,740+44.2% |
| Admin fee / account holder | $490 | $3,984-87.7% | $6,684-92.7% | $5,306-90.8% |