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 | $77,075 | $63,764+20.9% | $81,930-5.9% | $79,858-3.5% |
| Participation rate | 82.9% | 67.5%+15.4pp | 72.0%+10.9pp | 69.6%+13.3pp |
| Annual return | 10.25% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,613 | $2,780-6.0% | $7,107-63.2% | $3,740-30.1% |
| Admin fee / account holder | $3,254 | $4,426-26.5% | $5,158-36.9% | $5,306-38.7% |