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 | $72,398 | $86,929-16.7% | $102,423-29.3% | $80,856-10.5% |
| Participation rate | 84.3% | 72.4%+12.0pp | 76.5%+7.8pp | 67.6%+16.7pp |
| Annual return | 11.90% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,498 | $4,118-15.1% | $5,053-30.8% | $4,296-18.6% |
| Admin fee / account holder | $1,572 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |