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 | $47,558 | $83,477-43.0% | $125,175-62.0% | $72,985-34.8% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.6pp | 69.5%+15.8pp |
| Annual return | 22.97% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,918 | $2,345-18.2% | $3,865-50.4% | $2,440-21.4% |
| Participant deferral / active EE | $3,433 | $3,585-4.2% | $4,937-30.5% | $3,607-4.8% |
| Admin fee / account holder | $4,263 | $5,517-22.7% | $9,702-56.1% | $5,124-16.8% |