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 | $65,096 | $72,277-9.9% | $101,248-35.7% | $79,858-18.5% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | 14.61% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $876 | $2,692-67.5% | $3,660-76.1% | $2,471-64.5% |
| Participant deferral / active EE | $3,106 | $3,282-5.4% | $4,370-28.9% | $3,740-17.0% |
| Admin fee / account holder | $612 | $4,400-86.1% | $5,945-89.7% | $5,306-88.5% |