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 | $60,263 | $96,557-37.6% | $80,975-25.6% | $273,961-78.0% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 7.79% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,637 | $4,868-25.3% | $3,714-2.1% | $4,869-25.3% |
| Participant deferral / active EE | $6,745 | $6,598+2.2% | $5,696+18.4% | $5,287+27.6% |
| Admin fee / account holder | $1,623 | $7,492-78.3% | $5,516-70.6% | $10,132-84.0% |