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 3-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 | $39,594 | $86,929-54.5% | $102,423-61.3% | $80,856-51.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.24% | 18.88%+3.4pp | 29.32%-7.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $5,643 | $2,369+138.2% | $3,023+86.6% | $2,755+104.8% |
| Participant deferral / active EE | $13,920 | $4,118+238.0% | $5,053+175.5% | $4,296+224.0% |
| Admin fee / account holder | $1,565 | $8,049-80.6% | $9,451-83.4% | $6,918-77.4% |