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 | $57,409 | $94,338-39.1% | $100,534-42.9% | $142,382-59.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 19.69% | 29.20%-9.5pp | 32.66%-13.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,189 | $4,237-48.3% | $4,346-49.6% | $4,299-49.1% |
| Participant deferral / active EE | $7,039 | $5,934+18.6% | $6,144+14.6% | $6,507+8.2% |
| Admin fee / account holder | $2,726 | $8,421-67.6% | $7,654-64.4% | $12,624-78.4% |