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 | $94,338-32.1% | $100,534-36.3% | $142,382-55.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 21.85% | 29.20%-7.4pp | 32.66%-10.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,613 | $4,237+56.1% | $4,346+52.2% | $4,299+53.8% |
| Participant deferral / active EE | $10,617 | $5,934+78.9% | $6,144+72.8% | $6,507+63.2% |
| Admin fee / account holder | $2,509 | $8,421-70.2% | $7,654-67.2% | $12,624-80.1% |