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 | $47,571 | $74,927-36.5% | $101,794-53.3% | $84,808-43.9% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 20.81% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,450 | $3,099+11.3% | $4,084-15.5% | $4,212-18.1% |
| Admin fee / account holder | $4,383 | $6,514-32.7% | $8,777-50.1% | $7,344-40.3% |