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 | $48,105 | $106,749-54.9% | $145,433-66.9% | $82,448-41.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.89% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,455 | $3,444-57.8% | $4,554-68.1% | $2,551-43.0% |
| Participant deferral / active EE | $4,586 | $6,519-29.6% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $1,568 | $8,390-81.3% | $13,129-88.1% | $7,234-78.3% |