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 | $20,006 | $55,706-64.1% | $75,886-73.6% | $72,985-72.6% |
| Participation rate | 86.4% | 61.1%+25.2pp | 69.3%+17.1pp | 69.5%+16.9pp |
| Annual return | 21.54% | 27.59%-6.0pp | 30.76%-9.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,413 | $2,634-46.3% | $3,603-60.8% | $3,607-60.8% |
| Admin fee / account holder | $1,724 | $3,978-56.7% | $5,418-68.2% | $5,124-66.4% |