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 | $57,737 | $117,983-51.1% | $101,794-43.3% | $142,382-59.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 11.44% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,664 | $2,773-3.9% | $2,289+16.4% | $4,299-38.0% |
| Participant deferral / active EE | $3,818 | $4,714-19.0% | $4,084-6.5% | $6,507-41.3% |
| Admin fee / account holder | $3,857 | $10,433-63.0% | $8,777-56.1% | $12,624-69.4% |