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 | $57,363 | $140,940-59.3% | $112,229-48.9% | $139,434-58.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.55% | 32.71%-15.2pp | 30.20%-12.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,346 | $4,283-21.9% | $3,430-2.5% | $4,751-29.6% |
| Participant deferral / active EE | $5,437 | $5,874-7.4% | $4,798+13.3% | $6,710-19.0% |
| Admin fee / account holder | $3,360 | $9,954-66.2% | $7,748-56.6% | $11,403-70.5% |