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 | $54,364 | $63,355-14.2% | $91,989-40.9% | $72,985-25.5% |
| Participation rate | 87.9% | 72.5%+15.4pp | 78.6%+9.3pp | 69.5%+18.4pp |
| Annual return | 21.26% | 35.35%-14.1pp | 69.02%-47.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,595 | $4,883+96.5% | $5,923+62.0% | $3,607+166.0% |
| Admin fee / account holder | $9,746 | $4,668+108.8% | $7,743+25.9% | $5,124+90.2% |