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 | $43,951 | $94,625-53.6% | $116,228-62.2% | $84,808-48.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.4pp | 68.3%+23.7pp |
| Annual return | 18.58% | 20.40%-1.8pp | 90.06%-71.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,097 | $3,972+53.5% | $4,953+23.1% | $4,212+44.8% |
| Admin fee / account holder | $2,627 | $10,091-74.0% | $11,989-78.1% | $7,344-64.2% |