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 | $83,783 | $228,332-63.3% | $185,823-54.9% | $158,922-47.3% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 11.93% | 40.80%-28.9pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,448 | $4,967-70.8% | $4,087-64.6% | $4,761-69.6% |
| Participant deferral / active EE | $3,505 | $6,415-45.4% | $5,632-37.8% | $5,982-41.4% |
| Admin fee / account holder | $5,401 | $11,864-54.5% | $9,500-43.2% | $11,246-52.0% |