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 | $33,801 | $90,745-62.8% | $130,231-74.0% | $75,163-55.0% |
| Participation rate | 70.3% | 71.1%-0.7pp | 76.3%-6.0pp | 67.2%+3.1pp |
| Annual return | 19.05% | 34.45%-15.4pp | 38.77%-19.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,513 | $3,314+6.0% | $4,126-14.9% | $2,670+31.6% |
| Participant deferral / active EE | $9,309 | $5,362+73.6% | $6,799+36.9% | $4,125+125.7% |
| Admin fee / account holder | $7,692 | $6,331+21.5% | $6,020+27.8% | $5,651+36.1% |