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 | $48,221 | $109,413-55.9% | $156,263-69.1% | $84,808-43.1% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 20.38% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $814 | $2,907-72.0% | $4,333-81.2% | $2,631-69.1% |
| Participant deferral / active EE | $7,256 | $4,590+58.1% | $6,158+17.8% | $4,212+72.3% |
| Admin fee / account holder | $1,890 | $9,357-79.8% | $14,255-86.7% | $7,344-74.3% |