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 | $15,007 | $114,381-86.9% | $107,525-86.0% | $142,382-89.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.53% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,692 | $4,015-57.9% | $3,754-54.9% | $4,299-60.6% |
| Participant deferral / active EE | $3,316 | $5,564-40.4% | $5,116-35.2% | $6,507-49.0% |
| Admin fee / account holder | $3,234 | $9,860-67.2% | $8,919-63.7% | $12,624-74.4% |