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 4-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 | $53,826 | $106,584-49.5% | $101,326-46.9% | $142,382-62.2% |
| Participation rate | 81.3% | 82.7%-1.4pp | 81.5%-0.2pp | 80.1%+1.1pp |
| Annual return | 38.45% | 36.93%+1.5pp | 36.82%+1.6pp | 217.08%-178.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,331 | $8,297-11.6% | $7,994-8.3% | $6,507+12.7% |
| Admin fee / account holder | $1,571 | $11,446-86.3% | $11,185-86.0% | $12,624-87.6% |