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 | $124,425-51.3% | $112,040-45.9% | $137,256-55.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 21.40% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,479 | $3,411-27.3% | $2,954-16.1% | $4,156-40.4% |
| Participant deferral / active EE | $5,773 | $5,718+1.0% | $5,098+13.2% | $6,407-9.9% |
| Admin fee / account holder | $3,094 | $15,207-79.7% | $12,098-74.4% | $12,270-74.8% |