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 | $26,006 | $56,317-53.8% | $71,209-63.5% | $74,304-65.0% |
| Participation rate | 79.4% | 55.1%+24.3pp | 73.8%+5.7pp | 60.3%+19.1pp |
| Annual return | 16.46% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,357 | $2,788-15.5% | $4,175-43.6% | $3,767-37.4% |
| Admin fee / account holder | $2,545 | $2,290+11.2% | $5,349-52.4% | $2,969-14.3% |