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 | $68,837 | $62,573+10.0% | $85,682-19.7% | $85,850-19.8% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.9%+21.0pp | 69.3%+21.6pp |
| Annual return | 12.22% | 23.77%-11.5pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,812 | $2,802+36.0% | $3,923-2.8% | $3,952-3.5% |
| Admin fee / account holder | $1,528 | $4,640-67.1% | $6,873-77.8% | $6,260-75.6% |