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 | $35,216 | $70,669-50.2% | $169,368-79.2% | $75,163-53.1% |
| Participation rate | 80.6% | 64.8%+15.9pp | 77.1%+3.5pp | 67.2%+13.5pp |
| Annual return | 17.99% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,578 | $4,311+29.4% | $6,221-10.3% | $4,125+35.2% |
| Admin fee / account holder | $374 | $5,402-93.1% | $9,003-95.8% | $5,651-93.4% |