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 6-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 | $33,554 | $89,753-62.6% | $107,525-68.8% | $84,808-60.4% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 26.47% | 29.48%-3.0pp | 181.32%-154.8pp | 40.90%-14.4pp |
| Employer contribution / active EE | $3,133 | $3,113+0.6% | $3,754-16.5% | $2,631+19.1% |
| Participant deferral / active EE | $8,124 | $4,056+100.3% | $5,116+58.8% | $4,212+92.9% |
| Admin fee / account holder | $2,184 | $7,222-69.8% | $8,919-75.5% | $7,344-70.3% |