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 3-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 | $64,986 | $201,272-67.7% | $184,203-64.7% | $145,922-55.5% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 17.28% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,734 | $7,022-18.3% | $6,427-10.8% | $4,660+23.1% |
| Participant deferral / active EE | $10,742 | $9,806+9.6% | $9,131+17.6% | $6,688+60.6% |
| Admin fee / account holder | $8,794 | $16,364-46.3% | $13,901-36.7% | $13,397-34.4% |