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 | $43,564 | $117,983-63.1% | $101,794-57.2% | $142,382-69.4% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 18.03% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,491 | $4,714+16.5% | $4,084+34.4% | $6,507-15.6% |
| Admin fee / account holder | $543 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |