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 | $59,782 | $104,251-42.7% | $91,001-34.3% | $147,584-59.5% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 13.56% | 27.06%-13.5pp | 4.60%+9.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,932 | $4,195+41.4% | $3,547+67.2% | $5,439+9.1% |
| Admin fee / account holder | $8,682 | $8,948-3.0% | $5,417+60.3% | $10,885-20.2% |