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 5-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 | $64,618 | $88,360-26.9% | $145,433-55.6% | $67,986-5.0% |
| Participation rate | 71.4% | 65.5%+5.9pp | 82.1%-10.7pp | 57.2%+14.2pp |
| Annual return | 22.92% | 63.15%-40.2pp | 66.58%-43.7pp | 31.67%-8.7pp |
| Employer contribution / active EE | $3,085 | $3,054+1.0% | $4,554-32.3% | $2,019+52.8% |
| Participant deferral / active EE | $7,330 | $5,932+23.6% | $7,897-7.2% | $3,358+118.3% |
| Admin fee / account holder | $1,646 | $3,313-50.3% | $13,129-87.5% | $3,203-48.6% |