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 | $45,617 | $73,787-38.2% | $98,716-53.8% | $82,448-44.7% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.3%+20.0pp | 68.1%+21.2pp |
| Annual return | 17.67% | 18.57%-0.9pp | 31.81%-14.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,157 | $1,511-23.4% | $2,279-49.2% | $2,551-54.6% |
| Participant deferral / active EE | $6,708 | $3,081+117.7% | $4,048+65.7% | $4,139+62.1% |
| Admin fee / account holder | $1,851 | $6,500-71.5% | $8,703-78.7% | $7,234-74.4% |