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 | $58,268 | $74,927-22.2% | $101,794-42.8% | $84,808-31.3% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.2%+14.6pp | 68.3%+15.5pp |
| Annual return | 24.32% | 18.70%+5.6pp | 30.53%-6.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,020 | $1,522-33.0% | $2,289-55.5% | $2,631-61.2% |
| Participant deferral / active EE | $3,365 | $3,099+8.6% | $4,084-17.6% | $4,212-20.1% |
| Admin fee / account holder | $2,359 | $6,514-63.8% | $8,777-73.1% | $7,344-67.9% |