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 | $54,770 | $52,279+4.8% | $89,391-38.7% | $79,858-31.4% |
| Participation rate | 95.7% | 57.5%+38.1pp | 68.0%+27.7pp | 69.6%+26.0pp |
| Annual return | 18.14% | 22.16%-4.0pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,805 | $2,740-34.1% | $3,890-53.6% | $3,740-51.7% |
| Admin fee / account holder | $8,680 | $3,356+158.6% | $4,881+77.8% | $5,306+63.6% |