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 7-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 | $84,786 | $127,065-33.3% | $113,168-25.1% | $142,382-40.5% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 22.95% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,120 | $3,442-38.4% | $2,975-28.7% | $4,299-50.7% |
| Participant deferral / active EE | $7,314 | $5,716+27.9% | $5,107+43.2% | $6,507+12.4% |
| Admin fee / account holder | $5,975 | $15,736-62.0% | $12,068-50.5% | $12,624-52.7% |