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 | $42,222 | $73,933-42.9% | $96,683-56.3% | $75,163-43.8% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.0pp |
| Annual return | 15.28% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,416 | $2,928-51.6% | $3,737-62.1% | $2,670-47.0% |
| Participant deferral / active EE | $3,057 | $3,659-16.5% | $4,878-37.3% | $4,125-25.9% |
| Admin fee / account holder | $2,565 | $5,216-50.8% | $6,730-61.9% | $5,651-54.6% |