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 | $62,474 | $159,602-60.9% | $150,045-58.4% | $142,382-56.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 72.62% | 70.24%+2.4pp | 62.55%+10.1pp | 217.08%-144.5pp |
| Employer contribution / active EE | $1,379 | $4,961-72.2% | $4,693-70.6% | $4,299-67.9% |
| Participant deferral / active EE | $4,724 | $8,310-43.1% | $7,997-40.9% | $6,507-27.4% |
| Admin fee / account holder | $4,187 | $14,846-71.8% | $13,435-68.8% | $12,624-66.8% |