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 9-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 | $66,558 | $77,634-14.3% | $156,549-57.5% | $62,891+5.8% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 6.30% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,058 | $3,444-69.3% | $5,501-80.8% | $2,281-53.6% |
| Participant deferral / active EE | $4,148 | $3,045+36.2% | $4,871-14.8% | $3,203+29.5% |
| Admin fee / account holder | $1,001 | $5,561-82.0% | $13,027-92.3% | $4,296-76.7% |