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 | $65,234 | $111,754-41.6% | $103,333-36.9% | $145,922-55.3% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 10.22% | 24.77%-14.5pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,379 | $4,212-19.8% | $3,868-12.6% | $4,660-27.5% |
| Participant deferral / active EE | $5,762 | $5,619+2.5% | $5,057+13.9% | $6,688-13.8% |
| Admin fee / account holder | $6,373 | $9,750-34.6% | $8,355-23.7% | $13,397-52.4% |