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 | $94,555 | $106,515-11.2% | $96,683-2.2% | $139,434-32.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 15.92% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,007 | $4,103-75.5% | $3,737-73.1% | $4,751-78.8% |
| Participant deferral / active EE | $5,308 | $5,454-2.7% | $4,878+8.8% | $6,710-20.9% |
| Admin fee / account holder | $2,278 | $7,877-71.1% | $6,730-66.1% | $11,403-80.0% |