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 6-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 | $86,265 | $83,477+3.3% | $125,175-31.1% | $72,985+18.2% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.5%+21.2pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,990 | $2,345-15.1% | $3,865-48.5% | $2,440-18.4% |
| Participant deferral / active EE | $2,868 | $3,585-20.0% | $4,937-41.9% | $3,607-20.5% |
| Admin fee / account holder | $1,486 | $5,517-73.1% | $9,702-84.7% | $5,124-71.0% |