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 | $33,634 | $109,413-69.3% | $156,263-78.5% | $84,808-60.3% |
| Participation rate | 95.1% | 72.7%+22.4pp | 78.9%+16.2pp | 68.3%+26.8pp |
| Annual return | 17.67% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,290 | $2,907+13.2% | $4,333-24.1% | $2,631+25.0% |
| Participant deferral / active EE | $5,277 | $4,590+15.0% | $6,158-14.3% | $4,212+25.3% |
| Admin fee / account holder | $9,602 | $9,357+2.6% | $14,255-32.6% | $7,344+30.8% |