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 | $85,367 | $154,228-44.6% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 18.20% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,325 | $4,804-51.6% | $4,554-48.9% | $4,156-44.1% |
| Participant deferral / active EE | $5,584 | $8,216-32.0% | $7,897-29.3% | $6,407-12.8% |
| Admin fee / account holder | $3,094 | $14,344-78.4% | $13,129-76.4% | $12,270-74.8% |