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 | $34,459 | $104,251-66.9% | $91,001-62.1% | $147,584-76.7% |
| Participation rate | 79.2% | 78.2%+0.9pp | 75.6%+3.6pp | 82.8%-3.7pp |
| Annual return | 13.92% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,929 | $4,195-54.0% | $3,547-45.6% | $5,439-64.5% |
| Admin fee / account holder | $1,311 | $8,948-85.3% | $5,417-75.8% | $10,885-88.0% |