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 | $77,657 | $111,814-30.5% | $103,374-24.9% | $145,959-46.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.89%-12.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,142 | $4,214-49.2% | $3,869-44.6% | $4,661-54.0% |
| Participant deferral / active EE | $5,763 | $5,618+2.6% | $5,058+13.9% | $6,689-13.8% |
| Admin fee / account holder | $686 | $9,754-93.0% | $8,394-91.8% | $13,398-94.9% |