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 | $17,231 | $81,233-78.8% | $155,567-88.9% | $80,874-78.7% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 30.68% | 33.33%-2.7pp | 64.74%-34.1pp | 35.62%-4.9pp |
| Employer contribution / active EE | $2,060 | $3,101-33.6% | $4,674-55.9% | $2,756-25.2% |
| Participant deferral / active EE | $4,979 | $3,452+44.2% | $5,628-11.5% | $4,297+15.9% |
| Admin fee / account holder | $1,034 | $7,998-87.1% | $15,916-93.5% | $6,935-85.1% |