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 | $51,039 | $96,956-47.4% | $70,014-27.1% | $273,961-81.4% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.8%+18.2pp | 83.0%+7.0pp |
| Annual return | 5.79% | 12.93%-7.1pp | 12.99%-7.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,698 | $3,744-54.7% | $2,931-42.1% | $5,287-67.9% |
| Admin fee / account holder | $1,008 | $7,934-87.3% | $4,380-77.0% | $10,132-90.1% |