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 4-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 | $49,616 | $172,111-71.2% | $150,298-67.0% | $137,256-63.9% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 22.83% | 69.37%-46.5pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,583 | $4,636-44.3% | $4,154-37.8% | $4,156-37.8% |
| Participant deferral / active EE | $6,046 | $6,166-1.9% | $5,453+10.9% | $6,407-5.6% |
| Admin fee / account holder | $5,187 | $16,471-68.5% | $14,116-63.3% | $12,270-57.7% |