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 | $44,537 | $53,127-16.2% | $86,590-48.6% | $70,131-36.5% |
| Participation rate | 72.4% | 65.3%+7.1pp | 73.5%-1.1pp | 69.5%+2.9pp |
| Annual return | 19.30% | 27.66%-8.4pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,354 | $2,696+61.5% | $3,609+20.6% | $3,332+30.7% |
| Admin fee / account holder | $1,221 | $3,585-65.9% | $4,906-75.1% | $4,645-73.7% |