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 | $49,147 | $146,267-66.4% | $197,124-75.1% | $82,448-40.4% |
| Participation rate | 82.8% | 84.0%-1.3pp | 86.7%-4.0pp | 68.1%+14.7pp |
| Annual return | 18.00% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,127 | $4,723-33.8% | $6,227-49.8% | $2,551+22.6% |
| Participant deferral / active EE | $5,582 | $7,035-20.7% | $9,135-38.9% | $4,139+34.9% |
| Admin fee / account holder | $3,114 | $14,422-78.4% | $16,298-80.9% | $7,234-57.0% |