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 | $117,983-60.2% | $101,794-53.9% | $142,382-67.1% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 28.71% | 36.92%-8.2pp | 30.53%-1.8pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,273 | $2,773-18.0% | $2,289-0.7% | $4,299-47.1% |
| Participant deferral / active EE | $4,901 | $4,714+4.0% | $4,084+20.0% | $6,507-24.7% |
| Admin fee / account holder | $4,202 | $10,433-59.7% | $8,777-52.1% | $12,624-66.7% |