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 | $13,002 | $106,515-87.8% | $96,683-86.6% | $139,434-90.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.67% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,215 | $4,103-70.4% | $3,737-67.5% | $4,751-74.4% |
| Participant deferral / active EE | $3,260 | $5,454-40.2% | $4,878-33.2% | $6,710-51.4% |
| Admin fee / account holder | $1,361 | $7,877-82.7% | $6,730-79.8% | $11,403-88.1% |