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 7-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 | $40,911 | $71,050-42.4% | $93,606-56.3% | $80,856-49.4% |
| Participation rate | 95.8% | 60.4%+35.4pp | 68.7%+27.1pp | 67.6%+28.2pp |
| Annual return | 11.68% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,933 | $1,564+23.6% | $2,420-20.1% | $2,755-29.8% |
| Participant deferral / active EE | $3,278 | $4,034-18.7% | $4,411-25.7% | $4,296-23.7% |
| Admin fee / account holder | $1,283 | $6,945-81.5% | $8,285-84.5% | $6,918-81.5% |