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 | $26,785 | $88,672-69.8% | $105,223-74.5% | $82,448-67.5% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 17.86% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,895 | $3,048-37.8% | $3,689-48.6% | $2,551-25.7% |
| Participant deferral / active EE | $3,781 | $4,036-6.3% | $5,072-25.5% | $4,139-8.7% |
| Admin fee / account holder | $2,405 | $7,146-66.3% | $8,859-72.8% | $7,234-66.8% |