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 | $55,020 | $97,044-43.3% | $83,333-34.0% | $135,375-59.4% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | 14.52% | 12.31%+2.2pp | 10.63%+3.9pp | 519.73%-505.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,733 | $5,964+113.5% | $5,565+128.8% | $5,609+127.0% |
| Admin fee / account holder | $725 | $8,380-91.3% | $7,510-90.3% | $10,827-93.3% |