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 | $37,908 | $58,828-35.6% | $77,999-51.4% | $62,891-39.7% |
| Participation rate | 70.0% | 71.1%-1.1pp | 75.5%-5.5pp | 69.3%+0.7pp |
| Annual return | 7.75% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,444 | $2,686+102.7% | $3,497+55.7% | $3,203+70.0% |
| Admin fee / account holder | $354 | $4,393-91.9% | $5,480-93.5% | $4,296-91.8% |