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 | $31,142 | $46,553-33.1% | $64,056-51.4% | $75,163-58.6% |
| Participation rate | 70.3% | 65.9%+4.3pp | 72.3%-2.0pp | 67.2%+3.1pp |
| Annual return | 13.84% | 26.03%-12.2pp | 33.69%-19.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,293 | $2,837-54.4% | $3,880-66.7% | $4,125-68.7% |
| Admin fee / account holder | $345 | $2,952-88.3% | $3,068-88.8% | $5,651-93.9% |