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 | $34,230 | $65,365-47.6% | $92,893-63.2% | $72,985-53.1% |
| Participation rate | 91.7% | 68.3%+23.4pp | 76.0%+15.7pp | 69.5%+22.2pp |
| Annual return | 23.98% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,512 | $3,128+12.3% | $4,236-17.1% | $3,607-2.7% |
| Admin fee / account holder | $1,323 | $4,251-68.9% | $5,794-77.2% | $5,124-74.2% |