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 | $49,232 | $124,319-60.4% | $111,297-55.8% | $167,490-70.6% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 16.59% | 37.44%-20.8pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,735 | $3,435-49.5% | $2,731-36.5% | $4,837-64.1% |
| Participant deferral / active EE | $3,455 | $5,180-33.3% | $4,487-23.0% | $6,341-45.5% |
| Admin fee / account holder | $582 | $10,618-94.5% | $7,964-92.7% | $12,309-95.3% |