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 | $15,319 | $154,228-90.1% | $145,433-89.5% | $137,256-88.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 27.10% | 74.59%-47.5pp | 66.58%-39.5pp | 220.34%-193.2pp |
| Employer contribution / active EE | $4,179 | $4,804-13.0% | $4,554-8.2% | $4,156+0.6% |
| Participant deferral / active EE | $4,762 | $8,216-42.0% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $2,862 | $14,344-80.0% | $13,129-78.2% | $12,270-76.7% |