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 | $14,348 | $57,016-74.8% | $84,966-83.1% | $80,856-82.3% |
| Participation rate | 88.2% | 56.3%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 10.57% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,908 | $3,110+25.7% | $4,519-13.5% | $4,296-9.0% |
| Admin fee / account holder | $2,142 | $4,980-57.0% | $6,149-65.2% | $6,918-69.0% |