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 | $42,786 | $93,571-54.3% | $135,903-68.5% | $75,163-43.1% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 20.81% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,352 | $3,537-33.5% | $4,856-51.6% | $2,670-11.9% |
| Participant deferral / active EE | $4,291 | $6,404-33.0% | $7,758-44.7% | $4,125+4.0% |
| Admin fee / account holder | $912 | $6,975-86.9% | $10,762-91.5% | $5,651-83.9% |