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 | $87,555 | $116,175-24.6% | $93,606-6.5% | $152,861-42.7% |
| Participation rate | 78.6% | 78.0%+0.5pp | 75.8%+2.7pp | 82.4%-3.9pp |
| Annual return | 20.46% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,014 | $4,603-56.2% | $4,069-50.5% | $5,850-65.6% |
| Admin fee / account holder | $304 | $10,748-97.2% | $7,888-96.1% | $11,596-97.4% |