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 | $34,474 | $86,286-60.0% | $111,297-69.0% | $85,850-59.8% |
| Participation rate | 76.7% | 73.3%+3.4pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 13.58% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,970 | $2,043-3.6% | $2,731-27.9% | $2,565-23.2% |
| Participant deferral / active EE | $3,023 | $3,641-17.0% | $4,487-32.6% | $3,952-23.5% |
| Admin fee / account holder | $6,010 | $8,188-26.6% | $7,964-24.5% | $6,260-4.0% |