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 | $46,479 | $45,035+3.2% | $62,995-26.2% | $70,131-33.7% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 17.37% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,397 | $2,465-2.8% | $3,329-28.0% | $3,332-28.1% |
| Admin fee / account holder | $515 | $2,834-81.8% | $3,600-85.7% | $4,645-88.9% |