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 | $25,022 | $97,744-74.4% | $103,476-75.8% | $145,922-82.9% |
| Participation rate | 78.6% | 81.1%-2.5pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 11.24% | 25.41%-14.2pp | 23.90%-12.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,681 | $4,677-21.3% | $4,672-21.2% | $4,660-21.0% |
| Participant deferral / active EE | $4,089 | $6,603-38.1% | $6,623-38.3% | $6,688-38.9% |
| Admin fee / account holder | $1,269 | $12,515-89.9% | $9,413-86.5% | $13,397-90.5% |