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 | $49,594 | $88,672-44.1% | $105,223-52.9% | $82,448-39.8% |
| Participation rate | 76.9% | 67.9%+9.0pp | 75.0%+1.9pp | 68.1%+8.9pp |
| Annual return | 18.22% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,292 | $3,048-24.8% | $3,689-37.9% | $2,551-10.1% |
| Participant deferral / active EE | $3,874 | $4,036-4.0% | $5,072-23.6% | $4,139-6.4% |
| Admin fee / account holder | $1,465 | $7,146-79.5% | $8,859-83.5% | $7,234-79.7% |