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 | $146,267-65.7% | $197,124-74.5% | $82,448-39.1% |
| Participation rate | 88.1% | 84.0%+4.1pp | 86.7%+1.4pp | 68.1%+20.0pp |
| Annual return | 25.56% | 29.61%-4.1pp | 44.34%-18.8pp | 41.64%-16.1pp |
| Employer contribution / active EE | $3,467 | $4,723-26.6% | $6,227-44.3% | $2,551+35.9% |
| Participant deferral / active EE | $8,923 | $7,035+26.8% | $9,135-2.3% | $4,139+115.6% |
| Admin fee / account holder | $733 | $14,422-94.9% | $16,298-95.5% | $7,234-89.9% |