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 | $37,682 | $52,580-28.3% | $71,671-47.4% | $70,131-46.3% |
| Participation rate | 91.7% | 60.9%+30.8pp | 68.7%+22.9pp | 69.5%+22.1pp |
| Annual return | 30.18% | 20.25%+9.9pp | 20.65%+9.5pp | 73.14%-43.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,878 | $2,386+62.5% | $3,438+12.8% | $3,332+16.4% |
| Admin fee / account holder | $925 | $3,653-74.7% | $5,558-83.4% | $4,645-80.1% |