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 | $46,911 | $112,729-58.4% | $98,716-52.5% | $137,256-65.8% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.3%+1.3pp | 80.0%-9.4pp |
| Annual return | 28.71% | 38.48%-9.8pp | 31.81%-3.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $2,273 | $2,725-16.6% | $2,279-0.2% | $4,156-45.3% |
| Participant deferral / active EE | $4,901 | $4,640+5.6% | $4,048+21.1% | $6,407-23.5% |
| Admin fee / account holder | $4,202 | $10,129-58.5% | $8,703-51.7% | $12,270-65.8% |