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 | $32,967 | $60,892-45.9% | $82,389-60.0% | $84,808-61.1% |
| Participation rate | 88.5% | 63.3%+25.2pp | 69.5%+18.9pp | 68.3%+20.2pp |
| Annual return | 17.01% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,307 | $1,779+29.7% | $2,517-8.3% | $2,631-12.3% |
| Participant deferral / active EE | $2,993 | $3,179-5.8% | $4,155-28.0% | $4,212-28.9% |
| Admin fee / account holder | $3,554 | $5,467-35.0% | $7,231-50.9% | $7,344-51.6% |