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 6-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 | $12,102 | $87,166-86.1% | $76,735-84.2% | $137,256-91.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 20.85% | 26.50%-5.7pp | 29.77%-8.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,739 | $2,904-40.1% | $2,454-29.1% | $4,156-58.2% |
| Participant deferral / active EE | $3,149 | $4,726-33.4% | $4,088-23.0% | $6,407-50.8% |
| Admin fee / account holder | $950 | $8,403-88.7% | $7,189-86.8% | $12,270-92.3% |