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 3-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 | $27,686 | $127,065-78.2% | $113,168-75.5% | $142,382-80.6% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 23.38% | 24.03%-0.6pp | 24.27%-0.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,895 | $3,442-15.9% | $2,975-2.7% | $4,299-32.7% |
| Participant deferral / active EE | $4,567 | $5,716-20.1% | $5,107-10.6% | $6,507-29.8% |
| Admin fee / account holder | $2,491 | $15,736-84.2% | $12,068-79.4% | $12,624-80.3% |