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 | $46,900 | $58,512-19.8% | $84,015-44.2% | $72,985-35.7% |
| Participation rate | 91.5% | 61.2%+30.3pp | 69.0%+22.5pp | 69.5%+22.0pp |
| Annual return | 19.22% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,262 | $2,394+78.0% | $3,239+31.6% | $3,607+18.1% |
| Admin fee / account holder | $12,807 | $4,569+180.3% | $6,101+109.9% | $5,124+149.9% |