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 | $38,736 | $78,926-50.9% | $136,749-71.7% | $84,808-54.3% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 14.28% | 18.17%-3.9pp | 24.33%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,044 | $3,168+27.6% | $4,692-13.8% | $4,212-4.0% |
| Admin fee / account holder | $1,638 | $6,369-74.3% | $11,386-85.6% | $7,344-77.7% |