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 | $15,229 | $49,227-69.1% | $70,449-78.4% | $79,858-80.9% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.3pp | 69.6%+23.7pp |
| Annual return | 20.26% | 30.06%-9.8pp | 109.03%-88.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,834 | $2,768+2.4% | $3,709-23.6% | $3,740-24.2% |
| Admin fee / account holder | $2,036 | $2,878-29.3% | $3,845-47.0% | $5,306-61.6% |