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 | $62,954 | $109,413-42.5% | $156,263-59.7% | $84,808-25.8% |
| Participation rate | 85.3% | 72.7%+12.6pp | 78.9%+6.4pp | 68.3%+17.0pp |
| Annual return | 14.75% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,185 | $4,590-8.8% | $6,158-32.0% | $4,212-0.6% |
| Admin fee / account holder | $1,350 | $9,357-85.6% | $14,255-90.5% | $7,344-81.6% |