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 | $70,323 | $87,841-19.9% | $133,980-47.5% | $62,891+11.8% |
| Participation rate | 89.2% | 83.4%+5.8pp | 87.1%+2.1pp | 69.3%+19.9pp |
| Annual return | 6.65% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,656 | $4,812-3.2% | $6,282-25.9% | $3,203+45.4% |
| Admin fee / account holder | $326 | $5,371-93.9% | $9,324-96.5% | $4,296-92.4% |