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 | $44,450 | $88,672-49.9% | $105,223-57.8% | $82,448-46.1% |
| Participation rate | 72.7% | 67.9%+4.8pp | 75.0%-2.3pp | 68.1%+4.7pp |
| Annual return | 20.49% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,995 | $3,048-34.6% | $3,689-45.9% | $2,551-21.8% |
| Participant deferral / active EE | $3,696 | $4,036-8.4% | $5,072-27.1% | $4,139-10.7% |
| Admin fee / account holder | $7,136 | $7,146-0.1% | $8,859-19.4% | $7,234-1.4% |