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 | $70,777 | $100,773-29.8% | $88,946-20.4% | $142,382-50.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 21.62% | 70.18%-48.6pp | 57.82%-36.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,083 | $2,918-62.9% | $2,555-57.6% | $4,299-74.8% |
| Participant deferral / active EE | $8,752 | $5,230+67.3% | $4,581+91.0% | $6,507+34.5% |
| Admin fee / account holder | $1,016 | $9,693-89.5% | $8,261-87.7% | $12,624-92.0% |