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 | $73,787-35.5% | $98,716-51.8% | $82,448-42.3% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.3%+2.6pp | 68.1%+3.8pp |
| Annual return | 20.81% | 18.57%+2.2pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,450 | $3,081+11.9% | $4,048-14.8% | $4,139-16.7% |
| Admin fee / account holder | $4,383 | $6,500-32.6% | $8,703-49.6% | $7,234-39.4% |