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 | $68,252 | $117,841-42.1% | $102,423-33.4% | $145,922-53.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 14.54% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,165 | $3,615-67.8% | $3,023-61.5% | $4,660-75.0% |
| Participant deferral / active EE | $4,150 | $5,731-27.6% | $5,053-17.9% | $6,688-38.0% |
| Admin fee / account holder | $1,568 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |