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 | $84,356 | $111,814-24.6% | $103,374-18.4% | $145,959-42.2% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.38% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,426 | $4,214-42.4% | $3,869-37.3% | $4,661-47.9% |
| Participant deferral / active EE | $3,910 | $5,618-30.4% | $5,058-22.7% | $6,689-41.5% |
| Admin fee / account holder | $12,719 | $9,754+30.4% | $8,394+51.5% | $13,398-5.1% |