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 | $59,007 | $90,674-34.9% | $96,707-39.0% | $82,448-28.4% |
| Participation rate | 70.4% | 75.9%-5.5pp | 80.4%-9.9pp | 68.1%+2.4pp |
| Annual return | 20.54% | 49.05%-28.5pp | 34.78%-14.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $3,287 | $3,975-17.3% | $4,191-21.6% | $2,551+28.8% |
| Participant deferral / active EE | $5,856 | $5,696+2.8% | $5,997-2.4% | $4,139+41.5% |
| Admin fee / account holder | $1,479 | $7,568-80.5% | $7,503-80.3% | $7,234-79.6% |