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 | $46,271 | $117,983-60.8% | $101,794-54.5% | $142,382-67.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 24.93% | 36.92%-12.0pp | 30.53%-5.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,583 | $2,773-42.9% | $2,289-30.9% | $4,299-63.2% |
| Participant deferral / active EE | $4,177 | $4,714-11.4% | $4,084+2.3% | $6,507-35.8% |
| Admin fee / account holder | $8,218 | $10,433-21.2% | $8,777-6.4% | $12,624-34.9% |