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 | $51,717 | $61,774-16.3% | $97,226-46.8% | $80,856-36.0% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.7%-2.7pp | 67.6%+2.4pp |
| Annual return | 13.25% | -557.90%+571.2pp | 75.13%-61.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $403 | $1,837-78.0% | $2,729-85.2% | $2,755-85.4% |
| Participant deferral / active EE | $2,383 | $3,029-21.3% | $4,264-44.1% | $4,296-44.5% |
| Admin fee / account holder | $1,038 | $5,166-79.9% | $5,654-81.6% | $6,918-85.0% |