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 6-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 | $57,725 | $86,699-33.4% | $73,307-21.3% | $125,391-54.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 74.9%+6.9pp | 83.2%-1.4pp |
| Annual return | 7.26% | 2.78%+4.5pp | 5.67%+1.6pp | 282.22%-275.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,629 | $5,550-34.6% | $4,991-27.3% | $5,352-32.2% |
| Admin fee / account holder | $644 | $7,771-91.7% | $5,637-88.6% | $9,540-93.2% |