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 | $42,728 | $124,425-65.7% | $112,040-61.9% | $137,256-68.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.67% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $8,949 | $3,411+162.3% | $2,954+202.9% | $4,156+115.3% |
| Participant deferral / active EE | $15,430 | $5,718+169.8% | $5,098+202.7% | $6,407+140.8% |
| Admin fee / account holder | $11,720 | $15,207-22.9% | $12,098-3.1% | $12,270-4.5% |