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 6-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 | $47,062 | $100,326-53.1% | $180,183-73.9% | $84,808-44.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 16.12% | 17.86%-1.7pp | 27.86%-11.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,717 | $3,269+44.3% | $5,039-6.4% | $2,631+79.3% |
| Participant deferral / active EE | $8,487 | $5,066+67.5% | $6,822+24.4% | $4,212+101.5% |
| Admin fee / account holder | $9,519 | $9,674-1.6% | $19,975-52.3% | $7,344+29.6% |