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 | $115,031 | $131,893-12.8% | $303,047-62.0% | $116,875-1.6% |
| Participation rate | 78.4% | 79.5%-1.0pp | 87.1%-8.7pp | 74.5%+3.9pp |
| Annual return | 16.34% | 15.41%+0.9pp | 2.47%+13.9pp | 16.29%0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $7,418-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $4,683 | $4,183+11.9% | $5,070-7.6% | $3,885+20.5% |
| Admin fee / account holder | $23,283 | $14,721+58.2% | $39,333-40.8% | $12,263+89.9% |