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 | $51,854 | $55,706-6.9% | $75,886-31.7% | $72,985-29.0% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.3%+22.2pp | 69.5%+22.0pp |
| Annual return | 21.24% | 27.59%-6.3pp | 30.76%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,310 | $2,634+25.7% | $3,603-8.1% | $3,607-8.3% |
| Admin fee / account holder | $2,237 | $3,978-43.8% | $5,418-58.7% | $5,124-56.4% |