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 | $46,043 | $80,717-43.0% | $154,803-70.3% | $84,808-45.7% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 23.42% | 37.96%-14.5pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,851 | $2,761+3.2% | $4,305-33.8% | $2,631+8.3% |
| Participant deferral / active EE | $3,455 | $3,303+4.6% | $5,540-37.6% | $4,212-18.0% |
| Admin fee / account holder | $2,814 | $6,746-58.3% | $14,329-80.4% | $7,344-61.7% |