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 | $45,331 | $124,425-63.6% | $112,040-59.5% | $137,256-67.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 20.19% | 24.72%-4.5pp | 24.52%-4.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,412 | $3,4110% | $2,954+15.5% | $4,156-17.9% |
| Participant deferral / active EE | $5,205 | $5,718-9.0% | $5,098+2.1% | $6,407-18.8% |
| Admin fee / account holder | $1,011 | $15,207-93.4% | $12,098-91.6% | $12,270-91.8% |