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 | $52,452 | $69,977-25.0% | $108,579-51.7% | $62,891-16.6% |
| Participation rate | 97.7% | 72.9%+24.8pp | 79.6%+18.2pp | 69.3%+28.4pp |
| Annual return | 5.02% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,609 | $3,165+45.6% | $4,311+6.9% | $3,203+43.9% |
| Admin fee / account holder | $10,751 | $5,076+111.8% | $7,645+40.6% | $4,296+150.3% |