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 | $39,632 | $80,717-50.9% | $154,803-74.4% | $84,808-53.3% |
| Participation rate | 80.6% | 66.8%+13.7pp | 78.1%+2.5pp | 68.3%+12.2pp |
| Annual return | 19.32% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,151 | $2,761-22.1% | $4,305-50.0% | $2,631-18.3% |
| Participant deferral / active EE | $4,440 | $3,303+34.4% | $5,540-19.9% | $4,212+5.4% |
| Admin fee / account holder | $5,142 | $6,746-23.8% | $14,329-64.1% | $7,344-30.0% |