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 | $47,317 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 15.55% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,624 | $3,442-23.8% | $2,975-11.8% | $4,299-39.0% |
| Participant deferral / active EE | $7,367 | $5,716+28.9% | $5,107+44.3% | $6,507+13.2% |
| Admin fee / account holder | $4,246 | $15,736-73.0% | $12,068-64.8% | $12,624-66.4% |