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 | $51,279 | $53,018-3.3% | $70,014-26.8% | $62,891-18.5% |
| Participation rate | 89.4% | 67.2%+22.2pp | 71.8%+17.5pp | 69.3%+20.1pp |
| Annual return | 6.61% | 13.35%-6.7pp | 12.99%-6.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,009 | $2,395+67.4% | $2,931+36.8% | $3,203+25.2% |
| Admin fee / account holder | $724 | $3,690-80.4% | $4,380-83.5% | $4,296-83.1% |