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 | $33,058 | $78,705-58.0% | $117,854-71.9% | $70,131-52.9% |
| Participation rate | 71.8% | 73.2%-1.4pp | 79.7%-7.9pp | 69.5%+2.3pp |
| Annual return | 15.00% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,746 | $3,297-16.7% | $4,482-38.7% | $3,332-17.6% |
| Admin fee / account holder | $4,165 | $5,065-17.8% | $8,020-48.1% | $4,645-10.3% |