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 4-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 | $74,263 | $90,745-18.2% | $130,231-43.0% | $75,163-1.2% |
| Participation rate | 72.0% | 71.1%+0.9pp | 76.3%-4.3pp | 67.2%+4.8pp |
| Annual return | 25.75% | 34.45%-8.7pp | 38.77%-13.0pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,468 | $3,314-25.5% | $4,126-40.2% | $2,670-7.5% |
| Participant deferral / active EE | $5,549 | $5,362+3.5% | $6,799-18.4% | $4,125+34.5% |
| Admin fee / account holder | $1,140 | $6,331-82.0% | $6,020-81.1% | $5,651-79.8% |