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 | $33,991 | $117,859-71.2% | $102,438-66.8% | $145,959-76.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 14.60% | 31.72%-17.1pp | 29.37%-14.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,368 | $3,615-34.5% | $3,024-21.7% | $4,661-49.2% |
| Participant deferral / active EE | $3,276 | $5,732-42.8% | $5,054-35.2% | $6,689-51.0% |
| Admin fee / account holder | $4,620 | $13,318-65.3% | $9,448-51.1% | $13,398-65.5% |