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 3-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 | $49,852 | $146,267-65.9% | $197,124-74.7% | $82,448-39.5% |
| Participation rate | 81.1% | 84.0%-2.9pp | 86.7%-5.6pp | 68.1%+13.0pp |
| Annual return | 22.41% | 29.61%-7.2pp | 44.34%-21.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $5,814 | $4,723+23.1% | $6,227-6.6% | $2,551+127.9% |
| Participant deferral / active EE | $12,002 | $7,035+70.6% | $9,135+31.4% | $4,139+189.9% |
| Admin fee / account holder | $6,885 | $14,422-52.3% | $16,298-57.8% | $7,234-4.8% |