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 8-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 | $43,374 | $124,319-65.1% | $111,297-61.0% | $167,490-74.1% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 11.82% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $868 | $3,435-74.7% | $2,731-68.2% | $4,837-82.1% |
| Participant deferral / active EE | $3,116 | $5,180-39.9% | $4,487-30.6% | $6,341-50.9% |
| Admin fee / account holder | $1,003 | $10,618-90.5% | $7,964-87.4% | $12,309-91.8% |