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 | $49,290 | $117,983-58.2% | $101,794-51.6% | $142,382-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 32.77% | 36.92%-4.2pp | 30.53%+2.2pp | 217.08%-184.3pp |
| Employer contribution / active EE | $2,882 | $2,773+4.0% | $2,289+25.9% | $4,299-33.0% |
| Participant deferral / active EE | $5,517 | $4,714+17.0% | $4,084+35.1% | $6,507-15.2% |
| Admin fee / account holder | $1,529 | $10,433-85.3% | $8,777-82.6% | $12,624-87.9% |