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 | $46,187 | $65,041-29.0% | $90,951-49.2% | $79,858-42.2% |
| Participation rate | 85.1% | 61.6%+23.5pp | 69.0%+16.1pp | 69.6%+15.5pp |
| Annual return | 13.60% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,301 | $2,512+71.2% | $3,373+27.5% | $3,740+15.0% |
| Admin fee / account holder | $11,758 | $4,536+159.2% | $5,959+97.3% | $5,306+121.6% |