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 | $103,057 | $148,978-30.8% | $200,582-48.6% | $84,808+21.5% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 19.38% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,246 | $4,815-11.8% | $6,419-33.8% | $2,631+61.4% |
| Participant deferral / active EE | $11,070 | $7,142+55.0% | $9,331+18.6% | $4,212+162.9% |
| Admin fee / account holder | $514 | $13,977-96.3% | $16,305-96.8% | $7,344-93.0% |