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 | $70,686 | $77,634-8.9% | $156,549-54.8% | $62,891+12.4% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 5.56% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,744 | $3,045-9.9% | $4,871-43.7% | $3,203-14.3% |
| Admin fee / account holder | $1,084 | $5,561-80.5% | $13,027-91.7% | $4,296-74.8% |