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 | $50,200 | $102,245-50.9% | $89,340-43.8% | $137,256-63.4% |
| Participation rate | 70.6% | 74.9%-4.3pp | 69.6%+1.0pp | 80.0%-9.4pp |
| Annual return | 14.00% | 21.89%-7.9pp | 20.57%-6.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,815 | $2,529-28.2% | $2,231-18.6% | $4,156-56.3% |
| Participant deferral / active EE | $4,782 | $4,436+7.8% | $3,823+25.1% | $6,407-25.4% |
| Admin fee / account holder | $2,213 | $8,085-72.6% | $6,704-67.0% | $12,270-82.0% |