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 | $52,560 | $89,753-41.4% | $107,525-51.1% | $84,808-38.0% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 14.45% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,857 | $4,056-29.6% | $5,116-44.2% | $4,212-32.2% |
| Admin fee / account holder | $3,244 | $7,222-55.1% | $8,919-63.6% | $7,344-55.8% |