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 | $30,617 | $66,098-53.7% | $101,794-69.9% | $74,304-58.8% |
| Participation rate | 70.6% | 53.8%+16.9pp | 69.2%+1.5pp | 60.3%+10.3pp |
| Annual return | 18.73% | 19.59%-0.9pp | 30.53%-11.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $585 | $1,082-45.9% | $2,289-74.4% | $2,241-73.9% |
| Participant deferral / active EE | $4,099 | $2,781+47.4% | $4,084+0.4% | $3,767+8.8% |
| Admin fee / account holder | $1,353 | $4,146-67.4% | $8,777-84.6% | $2,969-54.4% |