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 | $92,377 | $124,281-25.7% | $109,143-15.4% | $167,490-44.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 32.98% | 26.04%+6.9pp | 25.75%+7.2pp | 478.56%-445.6pp |
| Employer contribution / active EE | $2,576 | $4,207-38.8% | $3,722-30.8% | $4,837-46.7% |
| Participant deferral / active EE | $6,482 | $5,255+23.3% | $4,653+39.3% | $6,341+2.2% |
| Admin fee / account holder | $685 | $7,970-91.4% | $6,752-89.9% | $12,309-94.4% |