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 | $47,053 | $77,634-39.4% | $156,549-69.9% | $62,891-25.2% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 9.92% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,190 | $3,444-7.4% | $5,501-42.0% | $2,281+39.9% |
| Participant deferral / active EE | $4,720 | $3,045+55.0% | $4,871-3.1% | $3,203+47.4% |
| Admin fee / account holder | $2,329 | $5,561-58.1% | $13,027-82.1% | $4,296-45.8% |