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 | $48,472 | $41,377+17.1% | $109,313-55.7% | $62,891-22.9% |
| Participation rate | 76.0% | 57.5%+18.5pp | 71.3%+4.7pp | 69.3%+6.7pp |
| Annual return | 9.61% | 11.05%-1.4pp | 22.07%-12.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,591 | $2,045-22.2% | $3,166-49.8% | $3,203-50.3% |
| Admin fee / account holder | $2,983 | $2,884+3.4% | $5,666-47.4% | $4,296-30.6% |