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 | $42,781 | $76,552-44.1% | $123,892-65.5% | $62,891-32.0% |
| Participation rate | 84.4% | 73.0%+11.5pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 8.40% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,640 | $4,840-4.1% | $5,984-22.5% | $3,203+44.9% |
| Admin fee / account holder | $790 | $4,826-83.6% | $8,357-90.5% | $4,296-81.6% |