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 | $30,211 | $74,927-59.7% | $101,794-70.3% | $84,808-64.4% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.2%+27.4pp | 68.3%+28.2pp |
| Annual return | 17.05% | 18.70%-1.6pp | 30.53%-13.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,075 | $3,099-33.1% | $4,084-49.2% | $4,212-50.7% |
| Admin fee / account holder | $1,943 | $6,514-70.2% | $8,777-77.9% | $7,344-73.5% |