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 4-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 | $50,235 | $148,978-66.3% | $200,582-75.0% | $84,808-40.8% |
| Participation rate | 88.1% | 84.2%+3.9pp | 86.9%+1.2pp | 68.3%+19.8pp |
| Annual return | 25.56% | 28.16%-2.6pp | 42.33%-16.8pp | 40.90%-15.3pp |
| Employer contribution / active EE | $3,467 | $4,815-28.0% | $6,419-46.0% | $2,631+31.8% |
| Participant deferral / active EE | $8,923 | $7,142+24.9% | $9,331-4.4% | $4,212+111.9% |
| Admin fee / account holder | $733 | $13,977-94.8% | $16,305-95.5% | $7,344-90.0% |