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 | $47,974 | $93,571-48.7% | $135,903-64.7% | $75,163-36.2% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 20.86% | 30.90%-10.0pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,584 | $3,537+1.3% | $4,856-26.2% | $2,670+34.2% |
| Participant deferral / active EE | $7,481 | $6,404+16.8% | $7,758-3.6% | $4,125+81.3% |
| Admin fee / account holder | $780 | $6,975-88.8% | $10,762-92.7% | $5,651-86.2% |