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 | $51,755 | $86,929-40.5% | $102,423-49.5% | $80,856-36.0% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.6%+5.0pp |
| Annual return | 13.59% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,153 | $4,118-47.7% | $5,053-57.4% | $4,296-49.9% |
| Admin fee / account holder | $1,917 | $8,049-76.2% | $9,451-79.7% | $6,918-72.3% |