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 | $49,610 | $73,933-32.9% | $96,683-48.7% | $75,163-34.0% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 23.38% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,814 | $3,659+113.6% | $4,878+60.2% | $4,125+89.4% |
| Admin fee / account holder | $3,141 | $5,216-39.8% | $6,730-53.3% | $5,651-44.4% |