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 | $57,758 | $60,892-5.1% | $82,389-29.9% | $84,808-31.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 17.09% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,474 | $1,779-17.1% | $2,517-41.4% | $2,631-44.0% |
| Participant deferral / active EE | $4,557 | $3,179+43.4% | $4,155+9.7% | $4,212+8.2% |
| Admin fee / account holder | $1,052 | $5,467-80.8% | $7,231-85.4% | $7,344-85.7% |