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 | $80,160 | $95,803-16.3% | $113,168-29.2% | $84,808-5.5% |
| Participation rate | 91.5% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.2pp |
| Annual return | 18.78% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,668 | $4,242+292.9% | $5,107+226.4% | $4,212+295.8% |
| Admin fee / account holder | $13,862 | $8,989+54.2% | $12,068+14.9% | $7,344+88.8% |