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 | $24,893 | $178,174-86.0% | $156,181-84.1% | $137,256-81.9% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.8%+0.1pp | 80.0%-1.0pp |
| Annual return | 21.93% | 84.19%-62.3pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,568 | $4,972-68.5% | $4,294-63.5% | $4,156-62.3% |
| Participant deferral / active EE | $5,341 | $6,888-22.5% | $6,132-12.9% | $6,407-16.6% |
| Admin fee / account holder | $396 | $17,404-97.7% | $14,586-97.3% | $12,270-96.8% |