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 | $64,033 | $92,798-31.0% | $96,707-33.8% | $137,256-53.3% |
| Participation rate | 71.4% | 81.6%-10.2pp | 80.4%-8.9pp | 80.0%-8.5pp |
| Annual return | 21.85% | 31.24%-9.4pp | 34.78%-12.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,613 | $4,147+59.5% | $4,191+57.8% | $4,156+59.1% |
| Participant deferral / active EE | $10,617 | $5,877+80.7% | $5,997+77.0% | $6,407+65.7% |
| Admin fee / account holder | $2,509 | $7,946-68.4% | $7,503-66.6% | $12,270-79.6% |