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 | $211,349 | $127,065+66.3% | $113,168+86.8% | $142,382+48.4% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 15.97% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,403 | $3,442+27.9% | $2,975+48.0% | $4,299+2.4% |
| Participant deferral / active EE | $12,186 | $5,716+113.2% | $5,107+138.6% | $6,507+87.3% |
| Admin fee / account holder | $6,256 | $15,736-60.2% | $12,068-48.2% | $12,624-50.4% |