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 | $42,098 | $95,803-56.1% | $113,168-62.8% | $84,808-50.4% |
| Participation rate | 85.4% | 72.9%+12.5pp | 76.6%+8.8pp | 68.3%+17.1pp |
| Annual return | 14.25% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,666 | $4,242+33.6% | $5,107+11.0% | $4,212+34.5% |
| Admin fee / account holder | $954 | $8,989-89.4% | $12,068-92.1% | $7,344-87.0% |