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 | $35,252 | $77,896-54.7% | $134,172-73.7% | $82,448-57.2% |
| Participation rate | 91.5% | 62.8%+28.7pp | 72.5%+19.1pp | 68.1%+23.5pp |
| Annual return | 13.73% | 18.21%-4.5pp | 25.30%-11.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,251 | $3,162-28.8% | $4,690-52.0% | $4,139-45.6% |
| Admin fee / account holder | $984 | $6,336-84.5% | $12,016-91.8% | $7,234-86.4% |