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 | $27,946 | $60,892-54.1% | $82,389-66.1% | $84,808-67.0% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 21.39% | 37.29%-15.9pp | 28.67%-7.3pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,398 | $1,779+34.8% | $2,517-4.7% | $2,631-8.8% |
| Participant deferral / active EE | $3,971 | $3,179+24.9% | $4,155-4.4% | $4,212-5.7% |
| Admin fee / account holder | $1,790 | $5,467-67.3% | $7,231-75.2% | $7,344-75.6% |