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 | $43,805 | $118,450-63.0% | $98,439-55.5% | $139,434-68.6% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 13.80% | 18.94%-5.1pp | 21.16%-7.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,118 | $3,609-41.3% | $3,048-30.5% | $4,751-55.4% |
| Participant deferral / active EE | $3,282 | $5,392-39.1% | $4,738-30.7% | $6,710-51.1% |
| Admin fee / account holder | $2,470 | $14,026-82.4% | $8,948-72.4% | $11,403-78.3% |