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 9-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 | $48,313 | $86,922-44.4% | $102,438-52.8% | $80,874-40.3% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 17.90% | 18.90%-1.0pp | 29.37%-11.5pp | 35.62%-17.7pp |
| Employer contribution / active EE | $2,295 | $2,369-3.1% | $3,024-24.1% | $2,756-16.7% |
| Participant deferral / active EE | $4,001 | $4,119-2.9% | $5,054-20.8% | $4,297-6.9% |
| Admin fee / account holder | $3,255 | $8,050-59.6% | $9,448-65.5% | $6,935-53.1% |