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 | $45,451 | $95,803-52.6% | $113,168-59.8% | $84,808-46.4% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 20.60% | 25.00%-4.4pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,557 | $2,360+8.4% | $2,975-14.0% | $2,631-2.8% |
| Participant deferral / active EE | $4,372 | $4,242+3.1% | $5,107-14.4% | $4,212+3.8% |
| Admin fee / account holder | $1,239 | $8,989-86.2% | $12,068-89.7% | $7,344-83.1% |