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 | $27,032 | $111,754-75.8% | $103,333-73.8% | $145,922-81.5% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 15.21% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,942 | $4,212-53.9% | $3,868-49.8% | $4,660-58.3% |
| Participant deferral / active EE | $4,250 | $5,619-24.4% | $5,057-16.0% | $6,688-36.4% |
| Admin fee / account holder | $885 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |