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 | $45,420 | $101,724-55.3% | $164,813-72.4% | $80,856-43.8% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 13.51% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,206 | $2,953-25.3% | $4,341-49.2% | $2,755-19.9% |
| Participant deferral / active EE | $4,231 | $4,477-5.5% | $6,031-29.8% | $4,296-1.5% |
| Admin fee / account holder | $1,545 | $8,227-81.2% | $12,690-87.8% | $6,918-77.7% |