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 | $79,287 | $81,460-2.7% | $103,333-23.3% | $80,856-1.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.93% | 25.55%-8.6pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,197 | $3,105-29.2% | $3,868-43.2% | $2,755-20.2% |
| Participant deferral / active EE | $6,934 | $3,869+79.2% | $5,057+37.1% | $4,296+61.4% |
| Admin fee / account holder | $5,131 | $6,566-21.9% | $8,355-38.6% | $6,918-25.8% |