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 | $51,702 | $55,371-6.6% | $95,585-45.9% | $74,304-30.4% |
| Participation rate | 73.3% | 53.8%+19.5pp | 72.1%+1.2pp | 60.3%+12.9pp |
| Annual return | 19.42% | 24.26%-4.8pp | 38.56%-19.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,278 | $2,955+112.4% | $4,023+56.1% | $3,767+66.6% |
| Admin fee / account holder | $3,588 | $2,620+36.9% | $6,127-41.4% | $2,969+20.8% |