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 | $53,934 | $84,556-36.2% | $116,228-53.6% | $74,304-27.4% |
| Participation rate | 90.0% | 66.0%+24.0pp | 74.6%+15.4pp | 60.3%+29.7pp |
| Annual return | 17.94% | 18.35%-0.4pp | 90.06%-72.1pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,997 | $2,168-7.9% | $2,994-33.3% | $2,241-10.9% |
| Participant deferral / active EE | $4,571 | $3,814+19.8% | $4,953-7.7% | $3,767+21.3% |
| Admin fee / account holder | $2,210 | $3,792-41.7% | $11,989-81.6% | $2,969-25.5% |