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 | $25,677 | $114,381-77.6% | $107,525-76.1% | $142,382-82.0% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 14.94% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,333 | $4,015-66.8% | $3,754-64.5% | $4,299-69.0% |
| Participant deferral / active EE | $2,379 | $5,564-57.2% | $5,116-53.5% | $6,507-63.4% |
| Admin fee / account holder | $5,945 | $9,860-39.7% | $8,919-33.3% | $12,624-52.9% |