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 | $42,594 | $99,079-57.0% | $77,999-45.4% | $273,961-84.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 6.39% | 217.93%-211.5pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,106 | $4,306-51.1% | $3,497-39.8% | $5,287-60.2% |
| Admin fee / account holder | $391 | $8,954-95.6% | $5,480-92.9% | $10,132-96.1% |