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 | $31,106 | $109,881-71.7% | $150,045-79.3% | $84,808-63.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 28.19% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.7pp |
| Employer contribution / active EE | $3,975 | $3,561+11.6% | $4,693-15.3% | $2,631+51.1% |
| Participant deferral / active EE | $8,594 | $6,636+29.5% | $7,997+7.5% | $4,212+104.0% |
| Admin fee / account holder | $1,818 | $8,568-78.8% | $13,435-86.5% | $7,344-75.2% |