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 | $83,732 | $96,956-13.6% | $70,014+19.6% | $273,961-69.4% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.8%-0.4pp | 83.0%-11.6pp |
| Annual return | 8.31% | 12.93%-4.6pp | 12.99%-4.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,093 | $3,744+89.5% | $2,931+142.0% | $5,287+34.2% |
| Admin fee / account holder | $316 | $7,934-96.0% | $4,380-92.8% | $10,132-96.9% |