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 | $71,643 | $109,413-34.5% | $156,263-54.2% | $84,808-15.5% |
| Participation rate | 94.6% | 72.7%+22.0pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 13.75% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,901 | $4,590-15.0% | $6,158-36.7% | $4,212-7.4% |
| Admin fee / account holder | $3,247 | $9,357-65.3% | $14,255-77.2% | $7,344-55.8% |