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 | $59,959 | $81,460-26.4% | $103,333-42.0% | $80,856-25.8% |
| Participation rate | 98.4% | 66.8%+31.6pp | 74.5%+23.9pp | 67.6%+30.8pp |
| Annual return | 12.67% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,105 | $3,869+109.5% | $5,057+60.3% | $4,296+88.7% |
| Admin fee / account holder | $2,428 | $6,566-63.0% | $8,355-70.9% | $6,918-64.9% |