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 | $19,310 | $124,425-84.5% | $112,040-82.8% | $137,256-85.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 18.20% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,687 | $3,411-21.2% | $2,954-9.0% | $4,156-35.3% |
| Participant deferral / active EE | $5,321 | $5,718-7.0% | $5,098+4.4% | $6,407-17.0% |
| Admin fee / account holder | $1,355 | $15,207-91.1% | $12,098-88.8% | $12,270-89.0% |