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 | $53,270 | $100,754-47.1% | $86,677-38.5% | $134,475-60.4% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | 23.66% | 29.04%-5.4pp | 35.91%-12.3pp | 417.96%-394.3pp |
| Employer contribution / active EE | $1,228 | $3,489-64.8% | $2,836-56.7% | $4,740-74.1% |
| Participant deferral / active EE | $3,377 | $5,338-36.7% | $4,656-27.5% | $6,400-47.2% |
| Admin fee / account holder | $945 | $10,926-91.4% | $7,493-87.4% | $11,426-91.7% |