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 | $67,101 | $148,978-55.0% | $200,582-66.5% | $84,808-20.9% |
| Participation rate | 78.4% | 84.2%-5.9pp | 86.9%-8.5pp | 68.3%+10.1pp |
| Annual return | 42.56% | 28.16%+14.4pp | 42.33%+0.2pp | 40.90%+1.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,470 | $7,142+18.6% | $9,331-9.2% | $4,212+101.1% |
| Admin fee / account holder | $2,208 | $13,977-84.2% | $16,305-86.5% | $7,344-69.9% |