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 | $12,857 | $80,717-84.1% | $154,803-91.7% | $84,808-84.8% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 15.62% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,901 | $3,303-12.2% | $5,540-47.6% | $4,212-31.1% |
| Admin fee / account holder | $540 | $6,746-92.0% | $14,329-96.2% | $7,344-92.6% |