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 7-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 | $18,551 | $80,717-77.0% | $154,803-88.0% | $84,808-78.1% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 19.03% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,294 | $3,303-0.3% | $5,540-40.5% | $4,212-21.8% |
| Admin fee / account holder | $720 | $6,746-89.3% | $14,329-95.0% | $7,344-90.2% |