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 | $77,525 | $109,413-29.1% | $156,263-50.4% | $84,808-8.6% |
| Participation rate | 89.4% | 72.7%+16.7pp | 78.9%+10.5pp | 68.3%+21.1pp |
| Annual return | 14.06% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,534 | $4,590-44.8% | $6,158-58.9% | $4,212-39.8% |
| Admin fee / account holder | $19,117 | $9,357+104.3% | $14,255+34.1% | $7,344+160.3% |