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 | $44,007 | $86,929-49.4% | $102,423-57.0% | $80,856-45.6% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 29.63% | 18.88%+10.7pp | 29.32%+0.3pp | 35.59%-6.0pp |
| Employer contribution / active EE | $2,029 | $2,369-14.4% | $3,023-32.9% | $2,755-26.3% |
| Participant deferral / active EE | $3,261 | $4,118-20.8% | $5,053-35.5% | $4,296-24.1% |
| Admin fee / account holder | $929 | $8,049-88.5% | $9,451-90.2% | $6,918-86.6% |