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 | $102,743 | $117,381-12.5% | $99,443+3.3% | $152,861-32.8% |
| Participation rate | 81.3% | 77.5%+3.7pp | 73.8%+7.4pp | 82.4%-1.2pp |
| Annual return | 18.13% | 31.87%-13.7pp | 30.72%-12.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,282 | $4,086+4.8% | $3,619+18.3% | $5,850-26.8% |
| Admin fee / account holder | $676 | $7,631-91.1% | $6,250-89.2% | $11,596-94.2% |