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 | $32,619 | $58,208-44.0% | $81,812-60.1% | $80,856-59.7% |
| Participation rate | 89.4% | 63.4%+25.9pp | 72.3%+17.0pp | 67.6%+21.7pp |
| Annual return | 21.20% | 41.66%-20.5pp | 773.79%-752.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,043 | $3,281-7.3% | $4,319-29.5% | $4,296-29.2% |
| Admin fee / account holder | $6,416 | $4,981+28.8% | $7,386-13.1% | $6,918-7.3% |