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 | $31,839 | $65,365-51.3% | $92,893-65.7% | $72,985-56.4% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 19.84% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,271 | $3,128-27.4% | $4,236-46.4% | $3,607-37.1% |
| Admin fee / account holder | $1,774 | $4,251-58.3% | $5,794-69.4% | $5,124-65.4% |