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 8-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 | $45,524 | $138,347-67.1% | $184,203-75.3% | $80,856-43.7% |
| Participation rate | 85.4% | 83.9%+1.5pp | 86.8%-1.4pp | 67.6%+17.8pp |
| Annual return | 17.34% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,108 | $7,071-13.6% | $9,131-33.1% | $4,296+42.2% |
| Admin fee / account holder | $2,482 | $10,483-76.3% | $13,901-82.1% | $6,918-64.1% |