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 | $50,561 | $80,717-37.4% | $154,803-67.3% | $84,808-40.4% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 27.37% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $1,560 | $2,761-43.5% | $4,305-63.8% | $2,631-40.7% |
| Participant deferral / active EE | $4,417 | $3,303+33.7% | $5,540-20.3% | $4,212+4.9% |
| Admin fee / account holder | $1,395 | $6,746-79.3% | $14,329-90.3% | $7,344-81.0% |