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 | $47,494 | $95,453-50.2% | $112,040-57.6% | $82,448-42.4% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.5%+0.8pp | 68.1%+9.2pp |
| Annual return | 17.26% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,576 | $4,224-39.0% | $5,098-49.5% | $4,139-37.8% |
| Admin fee / account holder | $1,709 | $9,013-81.0% | $12,098-85.9% | $7,234-76.4% |