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 | $58,627-52.3% | $76,735-63.6% | $82,448-66.1% |
| Participation rate | 96.2% | 63.2%+32.9pp | 69.5%+26.7pp | 68.1%+28.1pp |
| Annual return | 21.39% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,398 | $1,729+38.7% | $2,454-2.3% | $2,551-6.0% |
| Participant deferral / active EE | $3,971 | $3,134+26.7% | $4,088-2.9% | $4,139-4.1% |
| Admin fee / account holder | $1,790 | $5,323-66.4% | $7,189-75.1% | $7,234-75.3% |