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 | $39,250 | $52,279-24.9% | $89,391-56.1% | $79,858-50.9% |
| Participation rate | 76.0% | 57.5%+18.5pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 15.59% | 22.16%-6.6pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,098 | $1,572+33.5% | $2,586-18.9% | $2,471-15.1% |
| Participant deferral / active EE | $4,751 | $2,740+73.4% | $3,890+22.1% | $3,740+27.0% |
| Admin fee / account holder | $2,697 | $3,356-19.6% | $4,881-44.7% | $5,306-49.2% |