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 | $38,323 | $101,724-62.3% | $164,813-76.7% | $80,856-52.6% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 12.93% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,747 | $2,953-40.8% | $4,341-59.7% | $2,755-36.6% |
| Participant deferral / active EE | $4,220 | $4,477-5.7% | $6,031-30.0% | $4,296-1.8% |
| Admin fee / account holder | $488 | $8,227-94.1% | $12,690-96.2% | $6,918-92.9% |