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 | $67,910 | $86,929-21.9% | $102,423-33.7% | $80,856-16.0% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 20.79% | 18.88%+1.9pp | 29.32%-8.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $4,603 | $2,369+94.3% | $3,023+52.2% | $2,755+67.1% |
| Participant deferral / active EE | $7,213 | $4,118+75.1% | $5,053+42.8% | $4,296+67.9% |
| Admin fee / account holder | $2,692 | $8,049-66.5% | $9,451-71.5% | $6,918-61.1% |