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 3-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 | $29,020 | $56,053-48.2% | $75,972-61.8% | $80,856-64.1% |
| Participation rate | 73.1% | 62.0%+11.0pp | 69.1%+4.0pp | 67.6%+5.4pp |
| Annual return | 14.23% | 20.53%-6.3pp | 359.55%-345.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,245 | $1,874+19.8% | $2,685-16.4% | $2,755-18.5% |
| Participant deferral / active EE | $3,100 | $3,052+1.6% | $4,255-27.2% | $4,296-27.8% |
| Admin fee / account holder | $1,127 | $5,234-78.5% | $6,467-82.6% | $6,918-83.7% |