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 4-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 | $63,994 | $172,111-62.8% | $150,298-57.4% | $137,256-53.4% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 19.28% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,995 | $4,636-57.0% | $4,154-52.0% | $4,156-52.0% |
| Participant deferral / active EE | $5,602 | $6,166-9.1% | $5,453+2.7% | $6,407-12.6% |
| Admin fee / account holder | $1,220 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |