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 | $32,891 | $72,277-54.5% | $101,248-67.5% | $79,858-58.8% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 24.74% | 22.30%+2.4pp | 46.47%-21.7pp | 31.71%-7.0pp |
| Employer contribution / active EE | $2,068 | $2,692-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $3,531 | $3,282+7.6% | $4,370-19.2% | $3,740-5.6% |
| Admin fee / account holder | $1,215 | $4,400-72.4% | $5,945-79.6% | $5,306-77.1% |