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 | $46,383 | $109,413-57.6% | $156,263-70.3% | $84,808-45.3% |
| Participation rate | 94.5% | 72.7%+21.8pp | 78.9%+15.6pp | 68.3%+26.2pp |
| Annual return | 14.77% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,040 | $2,907-29.8% | $4,333-52.9% | $2,631-22.5% |
| Participant deferral / active EE | $5,448 | $4,590+18.7% | $6,158-11.5% | $4,212+29.4% |
| Admin fee / account holder | $582 | $9,357-93.8% | $14,255-95.9% | $7,344-92.1% |