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 | $19,001 | $54,705-65.3% | $71,209-73.3% | $84,808-77.6% |
| Participation rate | 95.8% | 64.1%+31.7pp | 73.8%+22.0pp | 68.3%+27.5pp |
| Annual return | 17.56% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,675 | $3,030+21.3% | $4,175-12.0% | $4,212-12.7% |
| Admin fee / account holder | $457 | $4,863-90.6% | $5,349-91.5% | $7,344-93.8% |