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 3-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 | $42,014 | $138,347-69.6% | $184,203-77.2% | $80,856-48.0% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 21.98% | 20.02%+2.0pp | 28.81%-6.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $20,575 | $7,071+191.0% | $9,131+125.3% | $4,296+378.9% |
| Admin fee / account holder | $2,278 | $10,483-78.3% | $13,901-83.6% | $6,918-67.1% |