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 | $107,452-53.3% | $91,541-45.2% | $142,382-64.7% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 14.00% | 22.06%-8.1pp | 20.50%-6.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,815 | $2,994-39.4% | $2,505-27.5% | $4,299-57.8% |
| Participant deferral / active EE | $4,782 | $4,754+0.6% | $4,008+19.3% | $6,507-26.5% |
| Admin fee / account holder | $2,213 | $8,834-74.9% | $6,956-68.2% | $12,624-82.5% |