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 | $32,044 | $78,520-59.2% | $96,576-66.8% | $82,448-61.1% |
| Participation rate | 91.2% | 77.7%+13.4pp | 81.4%+9.7pp | 68.1%+23.1pp |
| Annual return | 27.76% | 41.30%-13.5pp | 38.47%-10.7pp | 41.64%-13.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,196 | $6,754+21.3% | $7,956+3.0% | $4,139+98.0% |
| Admin fee / account holder | $2,492 | $13,455-81.5% | $11,381-78.1% | $7,234-65.5% |