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 | $67,458 | $78,926-14.5% | $136,749-50.7% | $84,808-20.5% |
| Participation rate | 93.7% | 62.2%+31.5pp | 72.1%+21.5pp | 68.3%+25.4pp |
| Annual return | 16.78% | 18.17%-1.4pp | 24.33%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,864 | $2,134+34.2% | $3,400-15.8% | $2,631+8.9% |
| Participant deferral / active EE | $4,002 | $3,168+26.3% | $4,692-14.7% | $4,212-5.0% |
| Admin fee / account holder | $6,788 | $6,369+6.6% | $11,386-40.4% | $7,344-7.6% |