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 | $74,726 | $101,724-26.5% | $164,813-54.7% | $80,856-7.6% |
| Participation rate | 82.4% | 71.8%+10.5pp | 78.6%+3.7pp | 67.6%+14.7pp |
| Annual return | 14.55% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,702 | $2,953-42.4% | $4,341-60.8% | $2,755-38.2% |
| Participant deferral / active EE | $6,006 | $4,477+34.1% | $6,031-0.4% | $4,296+39.8% |
| Admin fee / account holder | $1,836 | $8,227-77.7% | $12,690-85.5% | $6,918-73.5% |