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 3-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 | $19,563 | $81,248-75.9% | $155,509-87.4% | $80,856-75.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.37% | 33.31%-11.9pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $2,755 | $3,100-11.1% | $4,672-41.0% | $2,7550% |
| Participant deferral / active EE | $5,926 | $3,452+71.7% | $5,626+5.3% | $4,296+38.0% |
| Admin fee / account holder | $564 | $7,997-92.9% | $15,912-96.5% | $6,918-91.8% |