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 | $54,781 | $110,257-50.3% | $96,544-43.3% | $139,434-60.7% |
| Participation rate | 78.9% | 78.1%+0.9pp | 76.0%+3.0pp | 80.3%-1.4pp |
| Annual return | 13.84% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,086 | $3,620-70.0% | $2,965-63.4% | $4,751-77.1% |
| Participant deferral / active EE | $3,840 | $5,548-30.8% | $4,851-20.8% | $6,710-42.8% |
| Admin fee / account holder | $1,937 | $11,591-83.3% | $8,252-76.5% | $11,403-83.0% |