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 | $118,015 | $172,111-31.4% | $150,298-21.5% | $137,256-14.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,195 | $4,636-74.2% | $4,154-71.2% | $4,156-71.2% |
| Participant deferral / active EE | $5,393 | $6,166-12.5% | $5,453-1.1% | $6,407-15.8% |
| Admin fee / account holder | $364 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |