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 | $71,051 | $74,927-5.2% | $101,794-30.2% | $84,808-16.2% |
| Participation rate | 95.1% | 61.4%+33.7pp | 69.2%+25.9pp | 68.3%+26.8pp |
| Annual return | 14.69% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,858 | $3,099+24.5% | $4,084-5.5% | $4,212-8.4% |
| Admin fee / account holder | $4,041 | $6,514-38.0% | $8,777-54.0% | $7,344-45.0% |