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 | $44,085 | $46,553-5.3% | $64,056-31.2% | $75,163-41.3% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.1pp |
| Annual return | 18.61% | 26.03%-7.4pp | 33.69%-15.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,729 | $2,837+66.7% | $3,880+21.9% | $4,125+14.6% |
| Admin fee / account holder | $1,553 | $2,952-47.4% | $3,068-49.4% | $5,651-72.5% |