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 | $28,509 | $83,681-65.9% | $82,313-65.4% | - |
| Participation rate | 70.7% | 75.1%-4.4pp | 76.9%-6.2pp | - |
| Annual return | 19.94% | 13.76%+6.2pp | 25.88%-5.9pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $6,714 | $2,851+135.5% | $3,706+81.2% | - |
| Admin fee / account holder | $701 | $3,032-76.9% | $5,608-87.5% | - |