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 | $54,055 | $86,929-37.8% | $102,423-47.2% | $80,856-33.1% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 10.73% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,047 | $2,369+113.0% | $3,023+66.9% | $2,755+83.2% |
| Participant deferral / active EE | $3,508 | $4,118-14.8% | $5,053-30.6% | $4,296-18.3% |
| Admin fee / account holder | $2,915 | $8,049-63.8% | $9,451-69.2% | $6,918-57.9% |