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 | $35,796 | $71,050-49.6% | $93,606-61.8% | $80,856-55.7% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.6%+23.8pp |
| Annual return | 13.85% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,236 | $4,034+5.0% | $4,411-4.0% | $4,296-1.4% |
| Admin fee / account holder | $1,954 | $6,945-71.9% | $8,285-76.4% | $6,918-71.8% |