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 | $67,675 | $77,503-12.7% | $100,391-32.6% | $80,856-16.3% |
| Participation rate | 84.8% | 76.9%+7.9pp | 81.5%+3.4pp | 67.6%+17.2pp |
| Annual return | 16.33% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,550 | $6,820-47.9% | $8,082-56.1% | $4,296-17.4% |
| Admin fee / account holder | $6,243 | $5,897+5.9% | $7,899-21.0% | $6,918-9.8% |