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 | $33,533 | $94,752-64.6% | $112,887-70.3% | $139,434-76.0% |
| Participation rate | 87.0% | 81.3%+5.7pp | 80.5%+6.5pp | 80.3%+6.6pp |
| Annual return | 20.22% | 40.88%-20.7pp | 34.10%-13.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,599 | $4,625-65.4% | $4,563-65.0% | $4,751-66.3% |
| Participant deferral / active EE | $3,963 | $6,512-39.1% | $6,513-39.1% | $6,710-40.9% |
| Admin fee / account holder | $636 | $8,527-92.5% | $7,047-91.0% | $11,403-94.4% |