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 | $39,610 | $51,638-23.3% | $68,368-42.1% | $82,448-52.0% |
| Participation rate | 73.2% | 63.6%+9.6pp | 73.8%-0.5pp | 68.1%+5.1pp |
| Annual return | 24.24% | 37.53%-13.3pp | 292.57%-268.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $2,026 | $2,047-1.0% | $2,649-23.5% | $2,551-20.6% |
| Participant deferral / active EE | $4,478 | $2,914+53.7% | $4,123+8.6% | $4,139+8.2% |
| Admin fee / account holder | $6,284 | $4,643+35.3% | $5,150+22.0% | $7,234-13.1% |