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 | $44,383 | $94,625-53.1% | $116,228-61.8% | $84,808-47.7% |
| Participation rate | 72.2% | 70.4%+1.8pp | 74.6%-2.3pp | 68.3%+3.9pp |
| Annual return | 19.46% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,048 | $2,347-12.7% | $2,994-31.6% | $2,631-22.2% |
| Participant deferral / active EE | $4,497 | $3,972+13.2% | $4,953-9.2% | $4,212+6.8% |
| Admin fee / account holder | $3,246 | $10,091-67.8% | $11,989-72.9% | $7,344-55.8% |