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 | $49,900 | $81,460-38.7% | $103,333-51.7% | $80,856-38.3% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.6%+14.7pp |
| Annual return | 13.00% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,514 | $3,105-19.1% | $3,868-35.0% | $2,755-8.8% |
| Participant deferral / active EE | $6,731 | $3,869+74.0% | $5,057+33.1% | $4,296+56.7% |
| Admin fee / account holder | $1,685 | $6,566-74.3% | $8,355-79.8% | $6,918-75.6% |