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 | $65,849 | $77,523-15.1% | $100,383-34.4% | $80,874-18.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.43% | 37.21%-24.8pp | 49.26%-36.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,801 | $2,801+71.4% | $3,944+21.7% | $2,756+74.2% |
| Participant deferral / active EE | $9,069 | $6,822+32.9% | $8,086+12.2% | $4,297+111.1% |
| Admin fee / account holder | $3,657 | $5,899-38.0% | $7,900-53.7% | $6,935-47.3% |