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 | $45,583 | $201,272-77.4% | $184,203-75.3% | $145,922-68.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 24.40% | 29.00%-4.6pp | 28.81%-4.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $3,596 | $7,022-48.8% | $6,427-44.0% | $4,660-22.8% |
| Participant deferral / active EE | $10,903 | $9,806+11.2% | $9,131+19.4% | $6,688+63.0% |
| Admin fee / account holder | $9,190 | $16,364-43.8% | $13,901-33.9% | $13,397-31.4% |