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 | $40,609 | $76,407-46.9% | $150,298-73.0% | $82,448-50.7% |
| Participation rate | 82.2% | 66.4%+15.8pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 14.69% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,370 | $2,614-47.6% | $4,154-67.0% | $2,551-46.3% |
| Participant deferral / active EE | $4,620 | $3,214+43.7% | $5,453-15.3% | $4,139+11.6% |
| Admin fee / account holder | $5,103 | $6,352-19.7% | $14,116-63.8% | $7,234-29.5% |