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 | $65,172 | $86,286-24.5% | $111,297-41.4% | $85,850-24.1% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 17.50% | 19.99%-2.5pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,991 | $3,641+37.1% | $4,487+11.2% | $3,952+26.3% |
| Admin fee / account holder | $7,099 | $8,188-13.3% | $7,964-10.9% | $6,260+13.4% |