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 | $35,449 | $124,425-71.5% | $112,040-68.4% | $137,256-74.2% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.5%-2.6pp | 80.0%-6.0pp |
| Annual return | 14.02% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,962 | $5,718-13.2% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $5,471 | $15,207-64.0% | $12,098-54.8% | $12,270-55.4% |