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 | $37,747 | $89,753-57.9% | $107,525-64.9% | $84,808-55.5% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 13.24% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,725 | $4,056+16.5% | $5,116-7.6% | $4,212+12.2% |
| Admin fee / account holder | $9,733 | $7,222+34.8% | $8,919+9.1% | $7,344+32.5% |