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 | $74,694 | $95,561-21.8% | $77,163-3.2% | $139,434-46.4% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 19.38% | 54.92%-35.5pp | 37.87%-18.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,530 | $4,624-45.3% | $3,833-34.0% | $6,710-62.3% |
| Admin fee / account holder | $613 | $8,295-92.6% | $5,472-88.8% | $11,403-94.6% |