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 | $41,964 | $49,227-14.8% | $70,449-40.4% | $79,858-47.5% |
| Participation rate | 89.7% | 69.2%+20.6pp | 75.1%+14.7pp | 69.6%+20.1pp |
| Annual return | 7.71% | 30.06%-22.4pp | 109.03%-101.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,311 | $2,768-16.5% | $3,709-37.7% | $3,740-38.2% |
| Admin fee / account holder | $2,115 | $2,878-26.5% | $3,845-45.0% | $5,306-60.1% |