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 | $80,673-60.3% | $101,326-68.4% | $84,808-62.2% |
| Participation rate | 91.2% | 77.8%+13.4pp | 81.5%+9.7pp | 68.3%+22.9pp |
| Annual return | 27.76% | 38.95%-11.2pp | 36.82%-9.1pp | 40.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,196 | $6,840+19.8% | $7,994+2.5% | $4,212+94.6% |
| Admin fee / account holder | $2,492 | $12,784-80.5% | $11,185-77.7% | $7,344-66.1% |