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 3-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 | $60,517 | $114,381-47.1% | $107,525-43.7% | $142,382-57.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.18% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,682 | $4,015-33.2% | $3,754-28.6% | $4,299-37.6% |
| Participant deferral / active EE | $5,145 | $5,564-7.5% | $5,116+0.6% | $6,507-20.9% |
| Admin fee / account holder | $1,564 | $9,860-84.1% | $8,919-82.5% | $12,624-87.6% |