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 3-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 | $28,506 | $161,352-82.3% | $134,172-78.8% | $137,256-79.2% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 22.22% | 28.72%-6.5pp | 25.30%-3.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,518 | $4,099-38.6% | $3,420-26.4% | $4,156-39.4% |
| Participant deferral / active EE | $4,455 | $5,552-19.8% | $4,690-5.0% | $6,407-30.5% |
| Admin fee / account holder | $314 | $15,028-97.9% | $12,016-97.4% | $12,270-97.4% |