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 | $40,644 | $96,557-57.9% | $80,975-49.8% | $273,961-85.2% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 9.99% | 15.14%-5.2pp | 17.10%-7.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,772 | $6,598+63.3% | $5,696+89.1% | $5,287+103.7% |
| Admin fee / account holder | $5,393 | $7,492-28.0% | $5,516-2.2% | $10,132-46.8% |