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 | $86,520 | $154,117-43.9% | $129,995-33.4% | $139,434-37.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 18.31% | 32.48%-14.2pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,161 | $5,289-2.4% | $4,320+19.5% | $4,751+8.6% |
| Participant deferral / active EE | $20,799 | $6,710+210.0% | $5,820+257.4% | $6,710+210.0% |
| Admin fee / account holder | $1,299 | $14,007-90.7% | $10,614-87.8% | $11,403-88.6% |