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 | $20,465 | $97,125-78.9% | $86,233-76.3% | $137,256-85.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 18.20% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,101 | $2,841-61.3% | $2,504-56.0% | $4,156-73.5% |
| Participant deferral / active EE | $2,647 | $5,180-48.9% | $4,559-41.9% | $6,407-58.7% |
| Admin fee / account holder | $1,048 | $9,725-89.2% | $8,342-87.4% | $12,270-91.5% |