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 | $62,440 | $71,057-12.1% | $93,654-33.3% | $80,874-22.8% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 10.52% | 11.26%-0.7pp | 133.34%-122.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,483 | $1,564-5.2% | $2,421-38.8% | $2,756-46.2% |
| Participant deferral / active EE | $4,209 | $4,034+4.3% | $4,413-4.6% | $4,297-2.1% |
| Admin fee / account holder | $12,299 | $6,944+77.1% | $8,282+48.5% | $6,935+77.3% |