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 | $76,106 | $138,385-45.0% | $184,200-58.7% | $80,874-5.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.58% | 20.02%-6.4pp | 28.80%-15.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,650 | $4,849-24.7% | $6,424-43.2% | $2,756+32.4% |
| Participant deferral / active EE | $4,660 | $7,073-34.1% | $9,132-49.0% | $4,297+8.4% |
| Admin fee / account holder | $682 | $10,483-93.5% | $13,907-95.1% | $6,935-90.2% |