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 | $42,977 | $83,477-48.5% | $125,175-65.7% | $72,985-41.1% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-1.0pp | 69.5%+9.3pp |
| Annual return | 17.03% | 25.78%-8.7pp | 43.79%-26.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,288 | $3,585-8.3% | $4,937-33.4% | $3,607-8.8% |
| Admin fee / account holder | $3,745 | $5,517-32.1% | $9,702-61.4% | $5,124-26.9% |