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 | $50,406 | $71,050-29.1% | $93,606-46.2% | $80,856-37.7% |
| Participation rate | 71.1% | 60.4%+10.6pp | 68.7%+2.3pp | 67.6%+3.4pp |
| Annual return | 11.37% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,644 | $4,034-34.4% | $4,411-40.1% | $4,296-38.4% |
| Admin fee / account holder | $2,630 | $6,945-62.1% | $8,285-68.3% | $6,918-62.0% |