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 6-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 | $61,005 | $201,272-69.7% | $184,203-66.9% | $145,922-58.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.90% | 29.00%-7.1pp | 28.81%-6.9pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,842 | $7,022-45.3% | $6,427-40.2% | $4,660-17.5% |
| Participant deferral / active EE | $7,553 | $9,806-23.0% | $9,131-17.3% | $6,688+12.9% |
| Admin fee / account holder | $15,169 | $16,364-7.3% | $13,901+9.1% | $13,397+13.2% |