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 | $31,878 | $93,571-65.9% | $135,903-76.5% | $75,163-57.6% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 24.40% | 30.90%-6.5pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,519 | $6,404+1.8% | $7,758-16.0% | $4,125+58.0% |
| Admin fee / account holder | $1,790 | $6,975-74.3% | $10,762-83.4% | $5,651-68.3% |