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 | $53,705 | $63,355-15.2% | $91,989-41.6% | $72,985-26.4% |
| Participation rate | 78.5% | 72.5%+6.0pp | 78.6%-0.1pp | 69.5%+9.0pp |
| Annual return | 28.56% | 35.35%-6.8pp | 69.02%-40.5pp | 81.00%-52.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,075 | $4,883+126.8% | $5,923+87.0% | $3,607+207.0% |
| Admin fee / account holder | $5,454 | $4,668+16.8% | $7,743-29.6% | $5,124+6.4% |