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 | $34,321 | $57,016-39.8% | $84,966-59.6% | $80,856-57.6% |
| Participation rate | 87.1% | 56.3%+30.7pp | 67.5%+19.6pp | 67.6%+19.5pp |
| Annual return | 15.49% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,251 | $3,110+68.9% | $4,519+16.2% | $4,296+22.2% |
| Admin fee / account holder | $4,351 | $4,980-12.6% | $6,149-29.2% | $6,918-37.1% |