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 | $18,149 | $154,228-88.2% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.23% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,682 | $4,804-65.0% | $4,554-63.1% | $4,156-59.5% |
| Participant deferral / active EE | $4,553 | $8,216-44.6% | $7,897-42.4% | $6,407-28.9% |
| Admin fee / account holder | $459 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |