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 | $42,046 | $80,717-47.9% | $154,803-72.8% | $84,808-50.4% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,407 | $3,303+63.7% | $5,540-2.4% | $4,212+28.4% |
| Admin fee / account holder | $3,967 | $6,746-41.2% | $14,329-72.3% | $7,344-46.0% |