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 | $66,797 | $88,707-24.7% | $74,183-10.0% | $273,961-75.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 10.48% | 11.94%-1.5pp | 17.74%-7.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,961 | $4,212+17.8% | $3,550+39.8% | $5,287-6.2% |
| Admin fee / account holder | $748 | $8,717-91.4% | $5,586-86.6% | $10,132-92.6% |