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 | $25,294 | $77,899-67.5% | $149,673-83.1% | $75,163-66.3% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 17.92% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,866 | $3,411+42.6% | $5,680-14.3% | $4,125+18.0% |
| Admin fee / account holder | $3,636 | $5,956-39.0% | $13,210-72.5% | $5,651-35.7% |