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 | $26,835 | $68,719-60.9% | $91,541-70.7% | $84,808-68.4% |
| Participation rate | 74.1% | 64.5%+9.6pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 20.85% | 19.12%+1.7pp | 20.50%+0.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,687 | $1,920-12.1% | $2,505-32.6% | $2,631-35.9% |
| Participant deferral / active EE | $3,428 | $3,136+9.3% | $4,008-14.5% | $4,212-18.6% |
| Admin fee / account holder | $1,390 | $5,786-76.0% | $6,956-80.0% | $7,344-81.1% |