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 | $60,598 | $127,065-52.3% | $113,168-46.5% | $142,382-57.4% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 21.40% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,479 | $3,442-28.0% | $2,975-16.7% | $4,299-42.3% |
| Participant deferral / active EE | $5,773 | $5,716+1.0% | $5,107+13.0% | $6,507-11.3% |
| Admin fee / account holder | $3,094 | $15,736-80.3% | $12,068-74.4% | $12,624-75.5% |