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 | $49,179 | $154,117-68.1% | $129,995-62.2% | $139,434-64.7% |
| Participation rate | 78.9% | 82.0%-3.0pp | 78.5%+0.5pp | 80.3%-1.4pp |
| Annual return | 24.18% | 32.48%-8.3pp | -137.18%+161.4pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,947 | $5,289-63.2% | $4,320-54.9% | $4,751-59.0% |
| Participant deferral / active EE | $4,671 | $6,710-30.4% | $5,820-19.7% | $6,710-30.4% |
| Admin fee / account holder | $584 | $14,007-95.8% | $10,614-94.5% | $11,403-94.9% |