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 | $38,792 | $117,381-67.0% | $99,443-61.0% | $152,861-74.6% |
| Participation rate | 70.0% | 77.5%-7.5pp | 73.8%-3.8pp | 82.4%-12.4pp |
| Annual return | 18.21% | 31.87%-13.7pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,003 | $4,086-26.5% | $3,619-17.0% | $5,850-48.7% |
| Admin fee / account holder | $2,731 | $7,631-64.2% | $6,250-56.3% | $11,596-76.5% |