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 | $66,831 | $95,803-30.2% | $113,168-40.9% | $84,808-21.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 25.81% | 25.00%+0.8pp | 24.27%+1.5pp | 40.90%-15.1pp |
| Employer contribution / active EE | $9,134 | $2,360+287.0% | $2,975+207.0% | $2,631+247.2% |
| Participant deferral / active EE | $17,185 | $4,242+305.1% | $5,107+236.5% | $4,212+308.0% |
| Admin fee / account holder | $5,622 | $8,989-37.5% | $12,068-53.4% | $7,344-23.4% |