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 | $29,585 | $76,552-61.4% | $123,892-76.1% | $62,891-53.0% |
| Participation rate | 71.3% | 73.0%-1.7pp | 81.4%-10.2pp | 69.3%+1.9pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,308 | $4,840+30.3% | $5,984+5.4% | $3,203+96.9% |
| Admin fee / account holder | $2,223 | $4,826-53.9% | $8,357-73.4% | $4,296-48.3% |