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 10-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 | $70,893 | $123,793-42.7% | $177,821-60.1% | $79,858-11.2% |
| Participation rate | 71.1% | 84.7%-13.5pp | 87.7%-16.6pp | 69.6%+1.5pp |
| Annual return | 27.23% | 22.82%+4.4pp | 48.32%-21.1pp | 31.71%-4.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,885 | $5,956+66.0% | $7,714+28.1% | $3,740+164.3% |
| Admin fee / account holder | $13,651 | $7,243+88.5% | $12,427+9.8% | $5,306+157.3% |