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 | $64,700 | $107,452-39.8% | $91,541-29.3% | $142,382-54.6% |
| Participation rate | 78.9% | 75.1%+3.9pp | 69.8%+9.2pp | 80.1%-1.2pp |
| Annual return | 12.17% | 22.06%-9.9pp | 20.50%-8.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,497 | $2,994-50.0% | $2,505-40.2% | $4,299-65.2% |
| Participant deferral / active EE | $3,932 | $4,754-17.3% | $4,008-1.9% | $6,507-39.6% |
| Admin fee / account holder | $3,980 | $8,834-55.0% | $6,956-42.8% | $12,624-68.5% |