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 | $26,760 | $124,425-78.5% | $112,040-76.1% | $137,256-80.5% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 21.60% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,117 | $3,411-37.9% | $2,954-28.3% | $4,156-49.1% |
| Participant deferral / active EE | $5,624 | $5,718-1.7% | $5,098+10.3% | $6,407-12.2% |
| Admin fee / account holder | $1,219 | $15,207-92.0% | $12,098-89.9% | $12,270-90.1% |