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 7-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 | $27,696 | $70,428-60.7% | $96,562-71.3% | $85,850-67.7% |
| Participation rate | 76.5% | 61.8%+14.7pp | 69.8%+6.7pp | 69.3%+7.2pp |
| Annual return | 13.95% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,612 | $1,413+14.1% | $2,356-31.6% | $2,565-37.2% |
| Participant deferral / active EE | $3,960 | $2,894+36.8% | $3,849+2.9% | $3,952+0.2% |
| Admin fee / account holder | $969 | $4,997-80.6% | $6,181-84.3% | $6,260-84.5% |