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 | $28,164 | $127,065-77.8% | $113,168-75.1% | $142,382-80.2% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 22.57% | 24.03%-1.5pp | 24.27%-1.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,736 | $3,442-20.5% | $2,975-8.0% | $4,299-36.4% |
| Participant deferral / active EE | $3,784 | $5,716-33.8% | $5,107-25.9% | $6,507-41.8% |
| Admin fee / account holder | $736 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |