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 | $25,965 | $58,512-55.6% | $84,015-69.1% | $72,985-64.4% |
| Participation rate | 84.3% | 61.2%+23.1pp | 69.0%+15.3pp | 69.5%+14.8pp |
| Annual return | 20.16% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,998 | $2,394-16.5% | $3,239-38.3% | $3,607-44.6% |
| Admin fee / account holder | $1,452 | $4,569-68.2% | $6,101-76.2% | $5,124-71.7% |