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 | $50,339 | $172,111-70.8% | $150,298-66.5% | $137,256-63.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 16.23% | 69.37%-53.1pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,769 | $4,636-61.9% | $4,154-57.4% | $4,156-57.4% |
| Participant deferral / active EE | $6,990 | $6,166+13.4% | $5,453+28.2% | $6,407+9.1% |
| Admin fee / account holder | $4,728 | $16,471-71.3% | $14,116-66.5% | $12,270-61.5% |