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 | $49,235 | $80,717-39.0% | $154,803-68.2% | $84,808-41.9% |
| Participation rate | 77.9% | 66.8%+11.1pp | 78.1%-0.2pp | 68.3%+9.6pp |
| Annual return | 22.59% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,199 | $2,761-56.6% | $4,305-72.2% | $2,631-54.4% |
| Participant deferral / active EE | $3,071 | $3,303-7.0% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $2,588 | $6,746-61.6% | $14,329-81.9% | $7,344-64.8% |