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 | $51,876 | $63,355-18.1% | $91,989-43.6% | $72,985-28.9% |
| Participation rate | 97.5% | 72.5%+25.0pp | 78.6%+18.9pp | 69.5%+28.0pp |
| Annual return | 23.07% | 35.35%-12.3pp | 69.02%-46.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,592 | $4,883+96.4% | $5,923+61.9% | $3,607+165.9% |
| Admin fee / account holder | $1,179 | $4,668-74.8% | $7,743-84.8% | $5,124-77.0% |