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 | $22,499 | $81,460-72.4% | $103,333-78.2% | $80,856-72.2% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 12.16% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,477 | $3,869-10.1% | $5,057-31.2% | $4,296-19.0% |
| Admin fee / account holder | $1,008 | $6,566-84.6% | $8,355-87.9% | $6,918-85.4% |